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 | $338,480 | $185,822+82.2% | $169,993+99.1% | $139,434+142.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.25% | 60.50%-35.3pp | 53.37%-28.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $9,891 | $7,590+30.3% | $6,785+45.8% | $4,751+108.2% |
| Participant deferral / active EE | $11,940 | $11,622+2.7% | $10,408+14.7% | $6,710+77.9% |
| Admin fee / account holder | $2,680 | $15,381-82.6% | $12,815-79.1% | $11,403-76.5% |