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 | $282,886 | $201,272+40.5% | $184,203+53.6% | $145,922+93.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.66% | 29.00%-19.3pp | 28.81%-19.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,630 | $7,022-48.3% | $6,427-43.5% | $4,660-22.1% |
| Participant deferral / active EE | $7,625 | $9,806-22.2% | $9,131-16.5% | $6,688+14.0% |
| Admin fee / account holder | $2,654 | $16,364-83.8% | $13,901-80.9% | $13,397-80.2% |