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 | $348,252 | $111,754+211.6% | $103,333+237.0% | $145,922+138.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.62% | 24.77%-3.2pp | 24.88%-3.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,598 | $4,212+9.2% | $3,868+18.9% | $4,660-1.3% |
| Participant deferral / active EE | $8,917 | $5,619+58.7% | $5,057+76.3% | $6,688+33.3% |
| Admin fee / account holder | $2,762 | $9,750-71.7% | $8,355-66.9% | $13,397-79.4% |