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 | $299,649 | $177,572+68.7% | $154,803+93.6% | $142,382+110.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.62% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $13,955 | $4,810+190.1% | $4,305+224.1% | $4,299+224.6% |
| Participant deferral / active EE | $13,210 | $6,272+110.6% | $5,540+138.4% | $6,507+103.0% |
| Admin fee / account holder | $9,198 | $16,786-45.2% | $14,329-35.8% | $12,624-27.1% |