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 | $416,301 | $175,202+137.6% | $149,673+178.1% | $139,434+198.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.14% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $10,049 | $5,474+83.6% | $4,818+108.6% | $4,751+111.5% |
| Participant deferral / active EE | $6,309 | $6,519-3.2% | $5,680+11.1% | $6,710-6.0% |
| Admin fee / account holder | $22,094 | $16,150+36.8% | $13,210+67.3% | $11,403+93.8% |