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 | $294,958 | $177,572+66.1% | $154,803+90.5% | $142,382+107.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.33% | 65.07%-44.7pp | 58.88%-38.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $12,513 | $4,810+160.1% | $4,305+190.6% | $4,299+191.1% |
| Participant deferral / active EE | $5,626 | $6,272-10.3% | $5,540+1.5% | $6,507-13.5% |
| Admin fee / account holder | $13,682 | $16,786-18.5% | $14,329-4.5% | $12,624+8.4% |