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 | $339,643 | $180,749+87.9% | $160,784+111.2% | $137,256+147.5% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 21.18% | 2234.46%-2213.3pp | 1803.92%-1782.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $18,383 | $4,155+342.4% | $3,733+392.5% | $4,156+342.3% |
| Participant deferral / active EE | $23,160 | $6,844+238.4% | $6,293+268.0% | $6,407+261.5% |
| Admin fee / account holder | $2,424 | $10,397-76.7% | $9,717-75.1% | $12,270-80.2% |