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 | $277,844 | $214,378+29.6% | $200,582+38.5% | $142,382+95.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.52% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,872 | $6,841-43.4% | $6,419-39.7% | $4,299-9.9% |
| Participant deferral / active EE | $9,900 | $9,865+0.4% | $9,331+6.1% | $6,507+52.1% |
| Admin fee / account holder | $344 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |