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 | $257,694 | $209,336+23.1% | $197,124+30.7% | $137,256+87.7% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 54.02% | 48.09%+5.9pp | 44.34%+9.7pp | 220.34%-166.3pp |
| Employer contribution / active EE | $6,208 | $6,591-5.8% | $6,227-0.3% | $4,156+49.4% |
| Participant deferral / active EE | $10,401 | $9,614+8.2% | $9,135+13.9% | $6,407+62.3% |
| Admin fee / account holder | $97,710 | $17,308+464.6% | $16,298+499.5% | $12,270+696.3% |