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 | $303,417 | $179,726+68.8% | $156,263+94.2% | $142,382+113.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.48% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $17,853 | $5,069+252.2% | $4,333+312.0% | $4,299+315.3% |
| Participant deferral / active EE | $9,962 | $6,956+43.2% | $6,158+61.8% | $6,507+53.1% |
| Admin fee / account holder | $4,826 | $17,272-72.1% | $14,255-66.1% | $12,624-61.8% |