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 | $271,892 | $228,332+19.1% | $185,823+46.3% | $158,922+71.1% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 9.87% | 40.80%-30.9pp | 35.95%-26.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,705 | $4,967-45.5% | $4,087-33.8% | $4,761-43.2% |
| Participant deferral / active EE | $15,167 | $6,415+136.4% | $5,632+169.3% | $5,982+153.5% |
| Admin fee / account holder | $25,748 | $11,864+117.0% | $9,500+171.0% | $11,246+129.0% |