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 | $271,819 | $177,572+53.1% | $154,803+75.6% | $142,382+90.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.80% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,767 | $4,810-21.7% | $4,305-12.5% | $4,299-12.4% |
| Participant deferral / active EE | $11,441 | $6,272+82.4% | $5,540+106.5% | $6,507+75.8% |
| Admin fee / account holder | $20,764 | $16,786+23.7% | $14,329+44.9% | $12,624+64.5% |