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 | $272,003 | $157,256+73.0% | $141,162+92.7% | $152,861+77.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 27.15% | 64.32%-37.2pp | 71.39%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $11,127 | $5,261+111.5% | $4,735+135.0% | $4,762+133.6% |
| Participant deferral / active EE | $11,118 | $7,109+56.4% | $6,709+65.7% | $5,850+90.0% |
| Admin fee / account holder | $1,004 | $12,120-91.7% | $10,261-90.2% | $11,596-91.3% |