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 | $271,036 | $214,378+26.4% | $200,582+35.1% | $142,382+90.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.64% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $10,119 | $6,841+47.9% | $6,419+57.6% | $4,299+135.4% |
| Participant deferral / active EE | $24,869 | $9,865+152.1% | $9,331+166.5% | $6,507+282.2% |
| Admin fee / account holder | $789 | $17,692-95.5% | $16,305-95.2% | $12,624-93.8% |