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 | $330,996 | $132,634+149.6% | $115,768+185.9% | $137,256+141.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.63% | 160.70%-148.1pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,307 | $3,360-1.6% | $2,940+12.5% | $4,156-20.4% |
| Participant deferral / active EE | $13,251 | $5,619+135.8% | $4,917+169.5% | $6,407+106.8% |
| Admin fee / account holder | $2,053 | $15,028-86.3% | $12,439-83.5% | $12,270-83.3% |