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 | $259,690 | $209,411+24.0% | $178,490+45.5% | $158,922+63.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.85% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,718 | $5,706-34.8% | $5,011-25.8% | $4,761-21.9% |
| Participant deferral / active EE | $6,269 | $5,954+5.3% | $5,202+20.5% | $5,982+4.8% |
| Admin fee / account holder | $12,471 | $17,074-27.0% | $13,984-10.8% | $11,246+10.9% |