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 | $456,231 | $185,822+145.5% | $169,993+168.4% | $139,434+227.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.63% | 60.50%-47.9pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $13,507 | $7,590+78.0% | $6,785+99.1% | $4,751+184.3% |
| Participant deferral / active EE | $11,090 | $11,622-4.6% | $10,408+6.6% | $6,710+65.3% |
| Admin fee / account holder | $25,706 | $15,381+67.1% | $12,815+100.6% | $11,403+125.4% |