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 | $271,566 | $179,726+51.1% | $156,263+73.8% | $142,382+90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.81% | 77.86%-59.0pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $32,543 | $5,069+542.0% | $4,333+651.0% | $4,299+657.0% |
| Participant deferral / active EE | $16,723 | $6,956+140.4% | $6,158+171.6% | $6,507+157.0% |
| Admin fee / account holder | $1,646 | $17,272-90.5% | $14,255-88.5% | $12,624-87.0% |