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 | $411,468 | $183,519+124.2% | $155,509+164.6% | $145,922+182.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 22.63% | 61.17%-38.5pp | 64.67%-42.0pp | 561.29%-538.7pp |
| Employer contribution / active EE | $15,956 | $5,313+200.3% | $4,672+241.5% | $4,660+242.4% |
| Participant deferral / active EE | $6,907 | $6,462+6.9% | $5,626+22.8% | $6,688+3.3% |
| Admin fee / account holder | $2,503 | $19,313-87.0% | $15,912-84.3% | $13,397-81.3% |