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 6-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 | $334,053 | $94,338+254.1% | $100,534+232.3% | $142,382+134.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 21.78% | 29.20%-7.4pp | 32.66%-10.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $22,046 | $4,237+420.3% | $4,346+407.2% | $4,299+412.8% |
| Participant deferral / active EE | $10,333 | $5,934+74.1% | $6,144+68.2% | $6,507+58.8% |
| Admin fee / account holder | $1,965 | $8,421-76.7% | $7,654-74.3% | $12,624-84.4% |