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 3-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 | $276,930 | $214,378+29.2% | $200,582+38.1% | $142,382+94.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.55% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $15,411 | $6,841+125.3% | $6,419+140.1% | $4,299+258.5% |
| Participant deferral / active EE | $15,942 | $9,865+61.6% | $9,331+70.8% | $6,507+145.0% |
| Admin fee / account holder | $10,887 | $17,692-38.5% | $16,305-33.2% | $12,624-13.8% |