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 | $267,648 | $197,591+35.5% | $177,821+50.5% | $158,922+68.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.57% | 58.76%-49.2pp | 48.32%-38.7pp | 302.83%-293.3pp |
| Employer contribution / active EE | $22,033 | $6,697+229.0% | $5,918+272.3% | $4,761+362.8% |
| Participant deferral / active EE | $17,922 | $8,405+113.2% | $7,714+132.3% | $5,982+199.6% |
| Admin fee / account holder | $14,955 | $15,399-2.9% | $12,427+20.3% | $11,246+33.0% |