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 | $289,956 | $121,625+138.4% | $104,607+177.2% | $158,922+82.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.99% | 465.26%-456.3pp | 340.46%-331.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,306 | $3,163+4.5% | $2,681+23.3% | $4,761-30.6% |
| Participant deferral / active EE | $6,126 | $4,177+46.6% | $3,740+63.8% | $5,982+2.4% |
| Admin fee / account holder | $5,272 | $7,787-32.3% | $6,473-18.6% | $11,246-53.1% |