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 6-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 | $297,676 | $148,534+100.4% | $135,903+119.0% | $139,434+113.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.59% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $16,595 | $5,243+216.5% | $4,856+241.7% | $4,751+249.3% |
| Participant deferral / active EE | $18,969 | $8,100+134.2% | $7,758+144.5% | $6,710+182.7% |
| Admin fee / account holder | $3,527 | $12,400-71.6% | $10,762-67.2% | $11,403-69.1% |