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 | $250,280 | $165,335+51.4% | $149,696+67.2% | $158,922+57.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.38% | 348.15%-324.8pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $5,461 | $5,103+7.0% | $4,644+17.6% | $4,761+14.7% |
| Participant deferral / active EE | $9,800 | $7,181+36.5% | $6,842+43.2% | $5,982+63.8% |
| Admin fee / account holder | $15,613 | $10,807+44.5% | $9,309+67.7% | $11,246+38.8% |