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 | $214,378+20.2% | $200,582+28.5% | $142,382+81.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 54.02% | 46.41%+7.6pp | 42.33%+11.7pp | 217.08%-163.1pp |
| Employer contribution / active EE | $6,208 | $6,841-9.3% | $6,419-3.3% | $4,299+44.4% |
| Participant deferral / active EE | $10,401 | $9,865+5.4% | $9,331+11.5% | $6,507+59.8% |
| Admin fee / account holder | $97,710 | $17,692+452.3% | $16,305+499.3% | $12,624+674.0% |