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 | $398,124 | $179,726+121.5% | $156,263+154.8% | $142,382+179.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.52% | 77.86%-64.3pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $18,128 | $5,069+257.6% | $4,333+318.4% | $4,299+321.7% |
| Participant deferral / active EE | $14,222 | $6,956+104.5% | $6,158+130.9% | $6,507+118.6% |
| Admin fee / account holder | $9,303 | $17,272-46.1% | $14,255-34.7% | $12,624-26.3% |