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 | $379,338 | $214,378+76.9% | $200,582+89.1% | $142,382+166.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.95% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $14,865 | $6,841+117.3% | $6,419+131.6% | $4,299+245.8% |
| Participant deferral / active EE | $6,556 | $9,865-33.5% | $9,331-29.7% | $6,507+0.8% |
| Admin fee / account holder | $3,480 | $17,692-80.3% | $16,305-78.7% | $12,624-72.4% |