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 | $288,933 | $154,228+87.3% | $145,433+98.7% | $137,256+110.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.41% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $7,594 | $4,804+58.1% | $4,554+66.7% | $4,156+82.7% |
| Participant deferral / active EE | $7,061 | $8,216-14.1% | $7,897-10.6% | $6,407+10.2% |
| Admin fee / account holder | $1,420 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |