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 | $340,321 | $238,490+42.7% | $180,183+88.9% | $142,382+139.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 36.98% | 33.56%+3.4pp | 27.86%+9.1pp | 217.08%-180.1pp |
| Employer contribution / active EE | $2,040 | $6,143-66.8% | $5,039-59.5% | $4,299-52.5% |
| Participant deferral / active EE | $12,814 | $7,996+60.2% | $6,822+87.8% | $6,507+96.9% |
| Admin fee / account holder | $15,298 | $28,866-47.0% | $19,975-23.4% | $12,624+21.2% |