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 8-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 | $266,726 | $238,490+11.8% | $180,183+48.0% | $142,382+87.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.84% | 33.56%-15.7pp | 27.86%-10.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $13,914 | $6,143+126.5% | $5,039+176.1% | $4,299+223.6% |
| Participant deferral / active EE | $18,268 | $7,996+128.5% | $6,822+167.8% | $6,507+180.7% |
| Admin fee / account holder | $15,758 | $28,866-45.4% | $19,975-21.1% | $12,624+24.8% |