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 | $264,955 | $209,411+26.5% | $178,490+48.4% | $158,922+66.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.64% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $9,434 | $5,706+65.3% | $5,011+88.3% | $4,761+98.1% |
| Participant deferral / active EE | $8,743 | $5,954+46.8% | $5,202+68.1% | $5,982+46.2% |
| Admin fee / account holder | $1,658 | $17,074-90.3% | $13,984-88.1% | $11,246-85.3% |