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 | $251,857 | $162,781+54.7% | $133,956+88.0% | $158,922+58.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.97% | 41.94%-24.0pp | 45.09%-27.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $6,863 | $4,975+37.9% | $3,919+75.1% | $4,761+44.1% |
| Participant deferral / active EE | $12,296 | $5,911+108.0% | $5,048+143.6% | $5,982+105.5% |
| Admin fee / account holder | $11,761 | $11,736+0.2% | $8,927+31.7% | $11,246+4.6% |