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 | $263,072 | $228,332+15.2% | $185,823+41.6% | $158,922+65.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.31% | 40.80%-32.5pp | 35.95%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,062 | $4,967-38.3% | $4,087-25.1% | $4,761-35.7% |
| Participant deferral / active EE | $17,883 | $6,415+178.8% | $5,632+217.5% | $5,982+198.9% |
| Admin fee / account holder | $3,280 | $11,864-72.4% | $9,500-65.5% | $11,246-70.8% |