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 | $351,757 | $209,411+68.0% | $178,490+97.1% | $158,922+121.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.40% | 188.75%-165.4pp | 151.07%-127.7pp | 302.83%-279.4pp |
| Employer contribution / active EE | $7,116 | $5,706+24.7% | $5,011+42.0% | $4,761+49.5% |
| Participant deferral / active EE | $7,221 | $5,954+21.3% | $5,202+38.8% | $5,982+20.7% |
| Admin fee / account holder | $3,441 | $17,074-79.8% | $13,984-75.4% | $11,246-69.4% |