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 | $272,843 | $108,919+150.5% | $100,391+171.8% | $145,922+87.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $7,932 | $4,419+79.5% | $3,942+101.2% | $4,660+70.2% |
| Participant deferral / active EE | $15,755 | $8,445+86.6% | $8,082+94.9% | $6,688+135.6% |
| Admin fee / account holder | $1,270 | $9,689-86.9% | $7,899-83.9% | $13,397-90.5% |