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 8-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 | $281,003 | $238,490+17.8% | $180,183+56.0% | $142,382+97.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.70% | 33.56%-18.9pp | 27.86%-13.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,395 | $6,143-12.2% | $5,039+7.1% | $4,299+25.5% |
| Participant deferral / active EE | $10,037 | $7,996+25.5% | $6,822+47.1% | $6,507+54.2% |
| Admin fee / account holder | $19,365 | $28,866-32.9% | $19,975-3.1% | $12,624+53.4% |