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 | $286,659 | $201,272+42.4% | $184,203+55.6% | $145,922+96.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.03% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $8,048 | $7,022+14.6% | $6,427+25.2% | $4,660+72.7% |
| Participant deferral / active EE | $14,231 | $9,806+45.1% | $9,131+55.8% | $6,688+112.8% |
| Admin fee / account holder | $5,176 | $16,364-68.4% | $13,901-62.8% | $13,397-61.4% |