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 | $459,124 | $135,952+237.7% | $123,892+270.6% | $273,961+67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.81% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $4,175 | $5,170-19.2% | $4,617-9.6% | $4,869-14.2% |
| Participant deferral / active EE | $4,401 | $6,343-30.6% | $5,984-26.5% | $5,287-16.8% |
| Admin fee / account holder | $14,067 | $9,817+43.3% | $8,357+68.3% | $10,132+38.8% |