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 5-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 | $297,117 | $106,584+178.8% | $101,326+193.2% | $142,382+108.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.96% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $14,154 | $3,956+257.8% | $3,665+286.2% | $4,299+229.2% |
| Participant deferral / active EE | $7,979 | $8,297-3.8% | $7,994-0.2% | $6,507+22.6% |
| Admin fee / account holder | $2,254 | $11,446-80.3% | $11,185-79.8% | $12,624-82.1% |