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 | $339,864 | $214,378+58.5% | $200,582+69.4% | $142,382+138.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.30% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $31,227 | $6,841+356.4% | $6,419+386.5% | $4,299+626.4% |
| Participant deferral / active EE | $19,363 | $9,865+96.3% | $9,331+107.5% | $6,507+197.6% |
| Admin fee / account holder | $15,854 | $17,692-10.4% | $16,305-2.8% | $12,624+25.6% |