See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,770 | $201,259+58.4% | $184,200+73.1% | $145,959+118.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.56% | 28.98%+0.6pp | 28.80%+0.8pp | 561.95%-532.4pp |
| Employer contribution / active EE | $8,351 | $7,018+19.0% | $6,424+30.0% | $4,661+79.2% |
| Participant deferral / active EE | $11,372 | $9,806+16.0% | $9,132+24.5% | $6,689+70.0% |
| Admin fee / account holder | $4,314 | $16,372-73.7% | $13,907-69.0% | $13,398-67.8% |