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 | $346,807 | $197,591+75.5% | $177,821+95.0% | $158,922+118.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.11% | 58.76%-41.6pp | 48.32%-31.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $16,065 | $6,697+139.9% | $5,918+171.4% | $4,761+237.4% |
| Participant deferral / active EE | $12,993 | $8,405+54.6% | $7,714+68.4% | $5,982+117.2% |
| Admin fee / account holder | $9,782 | $15,399-36.5% | $12,427-21.3% | $11,246-13.0% |