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 | $395,521 | $148,534+166.3% | $135,903+191.0% | $139,434+183.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.88% | 79.19%-64.3pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $6,596 | $5,243+25.8% | $4,856+35.8% | $4,751+38.8% |
| Participant deferral / active EE | $18,048 | $8,100+122.8% | $7,758+132.6% | $6,710+169.0% |
| Admin fee / account holder | $814 | $12,400-93.4% | $10,762-92.4% | $11,403-92.9% |