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 | $337,003 | $202,432+66.5% | $169,368+99.0% | $139,434+141.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.64% | 531.74%-511.1pp | 405.60%-385.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,461 | $4,692-4.9% | $4,013+11.2% | $4,751-6.1% |
| Participant deferral / active EE | $15,278 | $6,938+120.2% | $6,221+145.6% | $6,710+127.7% |
| Admin fee / account holder | $9,198 | $10,708-14.1% | $9,003+2.2% | $11,403-19.3% |