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 | $333,269 | $153,772+116.7% | $133,980+148.7% | $273,961+21.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 55.77% | 36.51%+19.3pp | 29.30%+26.5pp | 41.45%+14.3pp |
| Employer contribution / active EE | $7,855 | $6,029+30.3% | $5,211+50.7% | $4,869+61.3% |
| Participant deferral / active EE | $8,552 | $6,958+22.9% | $6,282+36.1% | $5,287+61.7% |
| Admin fee / account holder | $774 | $11,765-93.4% | $9,324-91.7% | $10,132-92.4% |