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 | $254,149 | $197,591+28.6% | $177,821+42.9% | $158,922+59.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.33% | 58.76%-48.4pp | 48.32%-38.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,861 | $6,697-57.3% | $5,918-51.7% | $4,761-39.9% |
| Participant deferral / active EE | $7,895 | $8,405-6.1% | $7,714+2.4% | $5,982+32.0% |
| Admin fee / account holder | $2,120 | $15,399-86.2% | $12,427-82.9% | $11,246-81.1% |