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 7-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 | $433,710 | $201,272+115.5% | $184,203+135.5% | $145,922+197.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.09% | 29.00%+4.1pp | 28.81%+4.3pp | 561.29%-528.2pp |
| Employer contribution / active EE | $15,959 | $7,022+127.3% | $6,427+148.3% | $4,660+242.5% |
| Participant deferral / active EE | $12,201 | $9,806+24.4% | $9,131+33.6% | $6,688+82.4% |
| Admin fee / account holder | $21,222 | $16,364+29.7% | $13,901+52.7% | $13,397+58.4% |