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 | $298,653 | $227,553+31.2% | $189,557+57.6% | $167,490+78.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.90% | 78.40%-56.5pp | 64.17%-42.3pp | 478.56%-456.7pp |
| Employer contribution / active EE | $26,544 | $5,316+399.3% | $4,412+501.6% | $4,837+448.7% |
| Participant deferral / active EE | $19,280 | $7,002+175.3% | $6,174+212.3% | $6,341+204.0% |
| Admin fee / account holder | $8,759 | $11,878-26.3% | $9,807-10.7% | $12,309-28.8% |