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 | $330,364 | $179,726+83.8% | $156,263+111.4% | $142,382+132.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.32% | 77.86%-64.5pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,082 | $5,069-19.5% | $4,333-5.8% | $4,299-5.0% |
| Participant deferral / active EE | $11,813 | $6,956+69.8% | $6,158+91.8% | $6,507+81.5% |
| Admin fee / account holder | $37,487 | $17,272+117.0% | $14,255+163.0% | $12,624+197.0% |