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 | $274,744 | $197,591+39.0% | $177,821+54.5% | $158,922+72.9% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 33.26% | 58.76%-25.5pp | 48.32%-15.1pp | 302.83%-269.6pp |
| Employer contribution / active EE | $3,310 | $6,697-50.6% | $5,918-44.1% | $4,761-30.5% |
| Participant deferral / active EE | $7,680 | $8,405-8.6% | $7,714-0.4% | $5,982+28.4% |
| Admin fee / account holder | $11,167 | $15,399-27.5% | $12,427-10.1% | $11,246-0.7% |