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 | $266,615 | $209,336+27.4% | $197,124+35.3% | $137,256+94.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.44% | 48.09%-25.6pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $9,422 | $6,591+43.0% | $6,227+51.3% | $4,156+126.7% |
| Participant deferral / active EE | $11,667 | $9,614+21.4% | $9,135+27.7% | $6,407+82.1% |
| Admin fee / account holder | $9,834 | $17,308-43.2% | $16,298-39.7% | $12,270-19.9% |