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 | $341,803 | $157,256+117.4% | $141,162+142.1% | $152,861+123.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.34% | 64.32%-49.0pp | 71.39%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $6,147 | $5,261+16.8% | $4,735+29.8% | $4,762+29.1% |
| Participant deferral / active EE | $24,518 | $7,109+244.9% | $6,709+265.4% | $5,850+319.1% |
| Admin fee / account holder | $13,054 | $12,120+7.7% | $10,261+27.2% | $11,596+12.6% |