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 | $256,843 | $214,378+19.8% | $200,582+28.0% | $142,382+80.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.40% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $9,331 | $6,841+36.4% | $6,419+45.4% | $4,299+117.0% |
| Participant deferral / active EE | $6,416 | $9,865-35.0% | $9,331-31.2% | $6,507-1.4% |
| Admin fee / account holder | $32,219 | $17,692+82.1% | $16,305+97.6% | $12,624+155.2% |