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 | $270,943 | $179,726+50.8% | $156,263+73.4% | $142,382+90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.12% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,370 | $5,069-13.8% | $4,333+0.8% | $4,299+1.6% |
| Participant deferral / active EE | $14,460 | $6,956+107.9% | $6,158+134.8% | $6,507+122.2% |
| Admin fee / account holder | $27,382 | $17,272+58.5% | $14,255+92.1% | $12,624+116.9% |