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 | $378,914 | $214,378+76.8% | $200,582+88.9% | $142,382+166.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.85% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $20,015 | $6,841+192.6% | $6,419+211.8% | $4,299+365.6% |
| Participant deferral / active EE | $18,145 | $9,865+83.9% | $9,331+94.5% | $6,507+178.8% |
| Admin fee / account holder | $1,200 | $17,692-93.2% | $16,305-92.6% | $12,624-90.5% |