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 | $350,254 | $197,591+77.3% | $177,821+97.0% | $158,922+120.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.42% | 58.76%-39.3pp | 48.32%-28.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $7,365 | $6,697+10.0% | $5,918+24.4% | $4,761+54.7% |
| Participant deferral / active EE | $13,783 | $8,405+64.0% | $7,714+78.7% | $5,982+130.4% |
| Admin fee / account holder | $21,583 | $15,399+40.2% | $12,427+73.7% | $11,246+91.9% |