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 | $337,704 | $185,822+81.7% | $169,993+98.7% | $139,434+142.2% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 32.11% | 60.50%-28.4pp | 53.37%-21.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $5,600 | $7,590-26.2% | $6,785-17.5% | $4,751+17.9% |
| Participant deferral / active EE | $5,722 | $11,622-50.8% | $10,408-45.0% | $6,710-14.7% |
| Admin fee / account holder | $1,493 | $15,381-90.3% | $12,815-88.3% | $11,403-86.9% |