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 | $340,582 | $197,591+72.4% | $177,821+91.5% | $158,922+114.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 21.86% | 58.76%-36.9pp | 48.32%-26.5pp | 302.83%-281.0pp |
| Employer contribution / active EE | $5,478 | $6,697-18.2% | $5,918-7.4% | $4,761+15.1% |
| Participant deferral / active EE | $15,012 | $8,405+78.6% | $7,714+94.6% | $5,982+151.0% |
| Admin fee / account holder | $26,321 | $15,399+70.9% | $12,427+111.8% | $11,246+134.1% |