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 | $267,567 | $209,411+27.8% | $178,490+49.9% | $158,922+68.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.69% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $9,223 | $5,706+61.6% | $5,011+84.1% | $4,761+93.7% |
| Participant deferral / active EE | $5,663 | $5,954-4.9% | $5,202+8.9% | $5,982-5.3% |
| Admin fee / account holder | $2,702 | $17,074-84.2% | $13,984-80.7% | $11,246-76.0% |