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 | $285,975 | $148,534+92.5% | $135,903+110.4% | $139,434+105.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.79% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $40,042 | $5,243+663.7% | $4,856+724.6% | $4,751+742.8% |
| Participant deferral / active EE | $13,452 | $8,100+66.1% | $7,758+73.4% | $6,710+100.5% |
| Admin fee / account holder | $489 | $12,400-96.1% | $10,762-95.5% | $11,403-95.7% |