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 | $268,885 | $177,572+51.4% | $154,803+73.7% | $142,382+88.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.23% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $8,437 | $4,810+75.4% | $4,305+96.0% | $4,299+96.3% |
| Participant deferral / active EE | $12,837 | $6,272+104.7% | $5,540+131.7% | $6,507+97.3% |
| Admin fee / account holder | $1,770 | $16,786-89.5% | $14,329-87.6% | $12,624-86.0% |