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 | $428,430 | $214,378+99.8% | $200,582+113.6% | $142,382+200.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.87% | 46.41%-21.5pp | 42.33%-17.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $7,623 | $6,841+11.4% | $6,419+18.8% | $4,299+77.3% |
| Participant deferral / active EE | $22,109 | $9,865+124.1% | $9,331+136.9% | $6,507+239.8% |
| Admin fee / account holder | $6,050 | $17,692-65.8% | $16,305-62.9% | $12,624-52.1% |