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 | $348,243 | $165,335+110.6% | $149,696+132.6% | $158,922+119.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 20.86% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,864 | $5,103-43.9% | $4,644-38.3% | $4,761-39.8% |
| Participant deferral / active EE | $11,989 | $7,181+66.9% | $6,842+75.2% | $5,982+100.4% |
| Admin fee / account holder | $7,777 | $10,807-28.0% | $9,309-16.5% | $11,246-30.8% |