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 | $260,839 | $165,335+57.8% | $149,696+74.2% | $158,922+64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.81% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,513 | $5,103-31.1% | $4,644-24.4% | $4,761-26.2% |
| Participant deferral / active EE | $13,233 | $7,181+84.3% | $6,842+93.4% | $5,982+121.2% |
| Admin fee / account holder | $374 | $10,807-96.5% | $9,309-96.0% | $11,246-96.7% |