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 | $374,279 | $214,378+74.6% | $200,582+86.6% | $142,382+162.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 26.74% | 46.41%-19.7pp | 42.33%-15.6pp | 217.08%-190.3pp |
| Employer contribution / active EE | $8,340 | $6,841+21.9% | $6,419+29.9% | $4,299+94.0% |
| Participant deferral / active EE | $12,118 | $9,865+22.8% | $9,331+29.9% | $6,507+86.2% |
| Admin fee / account holder | $5,877 | $17,692-66.8% | $16,305-64.0% | $12,624-53.4% |