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 | $464,628 | $197,591+135.1% | $177,821+161.3% | $158,922+192.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.96% | 58.76%-43.8pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $13,348 | $6,697+99.3% | $5,918+125.5% | $4,761+180.4% |
| Participant deferral / active EE | $12,813 | $8,405+52.4% | $7,714+66.1% | $5,982+114.2% |
| Admin fee / account holder | $17,880 | $15,399+16.1% | $12,427+43.9% | $11,246+59.0% |