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 | $340,825 | $227,553+49.8% | $189,557+79.8% | $167,490+103.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.33% | 78.40%-62.1pp | 64.17%-47.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $5,719 | $5,316+7.6% | $4,412+29.6% | $4,837+18.2% |
| Participant deferral / active EE | $7,078 | $7,002+1.1% | $6,174+14.7% | $6,341+11.6% |
| Admin fee / account holder | $7,266 | $11,878-38.8% | $9,807-25.9% | $12,309-41.0% |