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 | $304,975 | $132,239+130.6% | $105,722+188.5% | $273,961+11.3% |
| Participation rate | 92.3% | 83.2%+9.1pp | 78.9%+13.4pp | 83.0%+9.3pp |
| Annual return | 73.95% | 10.07%+63.9pp | 12.25%+61.7pp | 41.45%+32.5pp |
| Employer contribution / active EE | $6,882 | $4,867+41.4% | $4,079+68.7% | $4,869+41.4% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30,075 | $12,032+149.9% | $8,308+262.0% | $10,132+196.8% |