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 | $283,136 | $201,259+40.7% | $184,200+53.7% | $145,959+94.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.02% | 28.98%-7.0pp | 28.80%-6.8pp | 561.95%-539.9pp |
| Employer contribution / active EE | $5,342 | $7,018-23.9% | $6,424-16.8% | $4,661+14.6% |
| Participant deferral / active EE | $17,535 | $9,806+78.8% | $9,132+92.0% | $6,689+162.2% |
| Admin fee / account holder | $12,389 | $16,372-24.3% | $13,907-10.9% | $13,398-7.5% |