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 | $297,053 | $214,378+38.6% | $200,582+48.1% | $142,382+108.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.12% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,003 | $6,841+2.4% | $6,419+9.1% | $4,299+62.9% |
| Participant deferral / active EE | $9,195 | $9,865-6.8% | $9,331-1.5% | $6,507+41.3% |
| Admin fee / account holder | $314 | $17,692-98.2% | $16,305-98.1% | $12,624-97.5% |