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 5-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 | $314,589 | $214,378+46.7% | $200,582+56.8% | $142,382+120.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.41% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $21,431 | $6,841+213.3% | $6,419+233.9% | $4,299+398.5% |
| Participant deferral / active EE | $13,650 | $9,865+38.4% | $9,331+46.3% | $6,507+109.8% |
| Admin fee / account holder | $1,629 | $17,692-90.8% | $16,305-90.0% | $12,624-87.1% |