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 | $258,376 | $201,272+28.4% | $184,203+40.3% | $145,922+77.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 25.31% | 29.00%-3.7pp | 28.81%-3.5pp | 561.29%-536.0pp |
| Employer contribution / active EE | $8,180 | $7,022+16.5% | $6,427+27.3% | $4,660+75.6% |
| Participant deferral / active EE | $12,408 | $9,806+26.5% | $9,131+35.9% | $6,688+85.5% |
| Admin fee / account holder | $5,357 | $16,364-67.3% | $13,901-61.5% | $13,397-60.0% |