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 | $252,951 | $197,591+28.0% | $177,821+42.3% | $158,922+59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.76% | 58.76%-42.0pp | 48.32%-31.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $15,391 | $6,697+129.8% | $5,918+160.1% | $4,761+223.3% |
| Participant deferral / active EE | $15,487 | $8,405+84.3% | $7,714+100.8% | $5,982+158.9% |
| Admin fee / account holder | $1,001 | $15,399-93.5% | $12,427-91.9% | $11,246-91.1% |