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 | $263,240 | $209,411+25.7% | $178,490+47.5% | $158,922+65.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.33% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $13,500 | $5,706+136.6% | $5,011+169.4% | $4,761+183.5% |
| Participant deferral / active EE | $12,750 | $5,954+114.1% | $5,202+145.1% | $5,982+113.1% |
| Admin fee / account holder | $16,148 | $17,074-5.4% | $13,984+15.5% | $11,246+43.6% |