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 | $258,431 | $214,378+20.5% | $200,582+28.8% | $142,382+81.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.44% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $9,197 | $6,841+34.4% | $6,419+43.3% | $4,299+113.9% |
| Participant deferral / active EE | $11,080 | $9,865+12.3% | $9,331+18.7% | $6,507+70.3% |
| Admin fee / account holder | $7,471 | $17,692-57.8% | $16,305-54.2% | $12,624-40.8% |