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 | $271,501 | $202,432+34.1% | $169,368+60.3% | $139,434+94.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.19% | 531.74%-517.6pp | 405.60%-391.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $11,244 | $4,692+139.6% | $4,013+180.2% | $4,751+136.7% |
| Participant deferral / active EE | $10,808 | $6,938+55.8% | $6,221+73.7% | $6,710+61.1% |
| Admin fee / account holder | $1,199 | $10,708-88.8% | $9,003-86.7% | $11,403-89.5% |