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 | $261,457 | $165,335+58.1% | $149,696+74.7% | $158,922+64.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 8.46% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $8,238 | $5,103+61.4% | $4,644+77.4% | $4,761+73.0% |
| Participant deferral / active EE | $8,155 | $7,181+13.6% | $6,842+19.2% | $5,982+36.3% |
| Admin fee / account holder | $28,937 | $10,807+167.8% | $9,309+210.9% | $11,246+157.3% |