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 | $284,262 | $209,411+35.7% | $178,490+59.3% | $158,922+78.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.46% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,047 | $5,706-64.1% | $5,011-59.2% | $4,761-57.0% |
| Participant deferral / active EE | $4,578 | $5,954-23.1% | $5,202-12.0% | $5,982-23.5% |
| Admin fee / account holder | $10,875 | $17,074-36.3% | $13,984-22.2% | $11,246-3.3% |