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 | $267,675 | $148,534+80.2% | $135,903+97.0% | $139,434+92.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.75% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $14,732 | $5,243+181.0% | $4,856+203.4% | $4,751+210.1% |
| Participant deferral / active EE | $13,918 | $8,100+71.8% | $7,758+79.4% | $6,710+107.4% |
| Admin fee / account holder | $11,553 | $12,400-6.8% | $10,762+7.4% | $11,403+1.3% |