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 | $283,061 | $179,726+57.5% | $156,263+81.1% | $142,382+98.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.52% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,150 | $5,069-18.1% | $4,333-4.2% | $4,299-3.5% |
| Participant deferral / active EE | $7,349 | $6,956+5.6% | $6,158+19.3% | $6,507+12.9% |
| Admin fee / account holder | $615 | $17,272-96.4% | $14,255-95.7% | $12,624-95.1% |