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 | $318,477 | $198,466+60.5% | $170,442+86.9% | $147,584+115.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.97% | 257.29%-246.3pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $3,417 | $6,184-44.7% | $5,433-37.1% | $4,876-29.9% |
| Participant deferral / active EE | $8,567 | $5,629+52.2% | $4,939+73.4% | $5,439+57.5% |
| Admin fee / account holder | $1,440 | $16,852-91.5% | $13,880-89.6% | $10,885-86.8% |