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 | $325,087 | $108,919+198.5% | $100,391+223.8% | $145,922+122.8% |
| Participation rate | 88.2% | 82.9%+5.3pp | 81.5%+6.8pp | 80.3%+8.0pp |
| Annual return | 12.85% | 57.88%-45.0pp | 49.20%-36.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,557 | $4,419+3.1% | $3,942+15.6% | $4,660-2.2% |
| Participant deferral / active EE | $6,742 | $8,445-20.2% | $8,082-16.6% | $6,688+0.8% |
| Admin fee / account holder | $20,699 | $9,689+113.6% | $7,899+162.0% | $13,397+54.5% |