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 | $348,521 | $197,591+76.4% | $177,821+96.0% | $158,922+119.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.57% | 58.76%-45.2pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,375 | $6,697-34.7% | $5,918-26.1% | $4,761-8.1% |
| Participant deferral / active EE | $10,333 | $8,405+22.9% | $7,714+34.0% | $5,982+72.7% |
| Admin fee / account holder | $1,112 | $15,399-92.8% | $12,427-91.1% | $11,246-90.1% |