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 6-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 | $262,545 | $238,490+10.1% | $180,183+45.7% | $142,382+84.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 20.56% | 33.56%-13.0pp | 27.86%-7.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $9,698 | $6,143+57.9% | $5,039+92.5% | $4,299+125.6% |
| Participant deferral / active EE | $19,009 | $7,996+137.7% | $6,822+178.6% | $6,507+192.1% |
| Admin fee / account holder | $4,538 | $28,866-84.3% | $19,975-77.3% | $12,624-64.1% |