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 | $253,734 | $135,952+86.6% | $123,892+104.8% | $273,961-7.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.96% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $16,862 | $5,170+226.2% | $4,617+265.2% | $4,869+246.3% |
| Participant deferral / active EE | $7,754 | $6,343+22.3% | $5,984+29.6% | $5,287+46.7% |
| Admin fee / account holder | $2,377 | $9,817-75.8% | $8,357-71.6% | $10,132-76.5% |