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 | $253,586 | $227,553+11.4% | $189,557+33.8% | $167,490+51.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 26.86% | 78.40%-51.5pp | 64.17%-37.3pp | 478.56%-451.7pp |
| Employer contribution / active EE | $9,109 | $5,316+71.3% | $4,412+106.4% | $4,837+88.3% |
| Participant deferral / active EE | $7,311 | $7,002+4.4% | $6,174+18.4% | $6,341+15.3% |
| Admin fee / account holder | $335 | $11,878-97.2% | $9,807-96.6% | $12,309-97.3% |