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 | $253,280 | $177,572+42.6% | $154,803+63.6% | $142,382+77.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.82% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,244 | $4,810+71.4% | $4,305+91.5% | $4,299+91.8% |
| Participant deferral / active EE | $3,520 | $6,272-43.9% | $5,540-36.5% | $6,507-45.9% |
| Admin fee / account holder | $1,772 | $16,786-89.4% | $14,329-87.6% | $12,624-86.0% |