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 | $314,125 | $185,822+69.0% | $169,993+84.8% | $139,434+125.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.50% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $15,608 | $7,590+105.6% | $6,785+130.0% | $4,751+228.5% |
| Participant deferral / active EE | $30,520 | $11,622+162.6% | $10,408+193.2% | $6,710+354.8% |
| Admin fee / account holder | $1,777 | $15,381-88.4% | $12,815-86.1% | $11,403-84.4% |