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 | $345,620 | $201,272+71.7% | $184,203+87.6% | $145,922+136.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.62% | 29.00%+4.6pp | 28.81%+4.8pp | 561.29%-527.7pp |
| Employer contribution / active EE | $2,396 | $7,022-65.9% | $6,427-62.7% | $4,660-48.6% |
| Participant deferral / active EE | $16,980 | $9,806+73.2% | $9,131+86.0% | $6,688+153.9% |
| Admin fee / account holder | $62,031 | $16,364+279.1% | $13,901+346.2% | $13,397+363.0% |