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 | $333,675 | $148,534+124.6% | $135,903+145.5% | $139,434+139.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.29% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $5,008 | $5,243-4.5% | $4,856+3.1% | $4,751+5.4% |
| Participant deferral / active EE | $14,796 | $8,100+82.7% | $7,758+90.7% | $6,710+120.5% |
| Admin fee / account holder | $1,862 | $12,400-85.0% | $10,762-82.7% | $11,403-83.7% |