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 | $445,352 | $214,378+107.7% | $200,582+122.0% | $142,382+212.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 18.35% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,175 | $6,841-9.7% | $6,419-3.8% | $4,299+43.6% |
| Participant deferral / active EE | $13,371 | $9,865+35.5% | $9,331+43.3% | $6,507+105.5% |
| Admin fee / account holder | $13,823 | $17,692-21.9% | $16,305-15.2% | $12,624+9.5% |