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 | $288,077 | $197,591+45.8% | $177,821+62.0% | $158,922+81.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.27% | 58.76%-31.5pp | 48.32%-21.1pp | 302.83%-275.6pp |
| Employer contribution / active EE | $15,391 | $6,697+129.8% | $5,918+160.1% | $4,761+223.3% |
| Participant deferral / active EE | $9,067 | $8,405+7.9% | $7,714+17.5% | $5,982+51.6% |
| Admin fee / account holder | $1,724 | $15,399-88.8% | $12,427-86.1% | $11,246-84.7% |