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 | $275,494 | $228,332+20.7% | $185,823+48.3% | $158,922+73.4% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 28.39% | 40.80%-12.4pp | 35.95%-7.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $7,073 | $4,967+42.4% | $4,087+73.0% | $4,761+48.5% |
| Participant deferral / active EE | $13,789 | $6,415+115.0% | $5,632+144.8% | $5,982+130.5% |
| Admin fee / account holder | $30,882 | $11,864+160.3% | $9,500+225.1% | $11,246+174.6% |