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 | $256,944 | $201,272+27.7% | $184,203+39.5% | $145,922+76.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.47% | 29.00%+9.5pp | 28.81%+9.7pp | 561.29%-522.8pp |
| Employer contribution / active EE | $6,641 | $7,022-5.4% | $6,427+3.3% | $4,660+42.5% |
| Participant deferral / active EE | $14,740 | $9,806+50.3% | $9,131+61.4% | $6,688+120.4% |
| Admin fee / account holder | $652 | $16,364-96.0% | $13,901-95.3% | $13,397-95.1% |