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 | $269,151 | $177,572+51.6% | $154,803+73.9% | $142,382+89.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.69% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $7,235 | $4,810+50.4% | $4,305+68.1% | $4,299+68.3% |
| Participant deferral / active EE | $7,981 | $6,272+27.3% | $5,540+44.1% | $6,507+22.6% |
| Admin fee / account holder | $6,665 | $16,786-60.3% | $14,329-53.5% | $12,624-47.2% |