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 5-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 | $281,422 | $177,572+58.5% | $154,803+81.8% | $142,382+97.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.89% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $11,769 | $4,810+144.7% | $4,305+173.3% | $4,299+173.8% |
| Participant deferral / active EE | $10,115 | $6,272+61.3% | $5,540+82.6% | $6,507+55.4% |
| Admin fee / account holder | $3,645 | $16,786-78.3% | $14,329-74.6% | $12,624-71.1% |