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 | $428,851 | $197,591+117.0% | $177,821+141.2% | $158,922+169.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.70% | 58.76%-51.1pp | 48.32%-40.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $6,277 | $6,697-6.3% | $5,918+6.1% | $4,761+31.8% |
| Participant deferral / active EE | $12,953 | $8,405+54.1% | $7,714+67.9% | $5,982+116.5% |
| Admin fee / account holder | $13,058 | $15,399-15.2% | $12,427+5.1% | $11,246+16.1% |