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 | $359,403 | $209,411+71.6% | $178,490+101.4% | $158,922+126.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.83% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $12,473 | $5,706+118.6% | $5,011+148.9% | $4,761+162.0% |
| Participant deferral / active EE | $8,864 | $5,954+48.9% | $5,202+70.4% | $5,982+48.2% |
| Admin fee / account holder | $794 | $17,074-95.3% | $13,984-94.3% | $11,246-92.9% |