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 | $360,742 | $197,591+82.6% | $177,821+102.9% | $158,922+127.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.34% | 58.76%-34.4pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $13,098 | $6,697+95.6% | $5,918+121.3% | $4,761+175.1% |
| Participant deferral / active EE | $11,315 | $8,405+34.6% | $7,714+46.7% | $5,982+89.1% |
| Admin fee / account holder | $967 | $15,399-93.7% | $12,427-92.2% | $11,246-91.4% |