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 | $267,787 | $74,888+257.6% | $71,209+276.1% | $142,382+88.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.25% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,348 | $2,854+87.4% | $2,721+96.5% | $4,299+24.4% |
| Participant deferral / active EE | $5,700 | $4,454+28.0% | $4,175+36.5% | $6,507-12.4% |
| Admin fee / account holder | $852 | $5,568-84.7% | $5,349-84.1% | $12,624-93.2% |