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 | $282,129 | $209,411+34.7% | $178,490+58.1% | $158,922+77.5% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 14.59% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,678 | $5,706-18.0% | $5,011-6.6% | $4,761-1.7% |
| Participant deferral / active EE | $5,760 | $5,954-3.3% | $5,202+10.7% | $5,982-3.7% |
| Admin fee / account holder | $4,093 | $17,074-76.0% | $13,984-70.7% | $11,246-63.6% |