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 | $335,280 | $209,336+60.2% | $197,124+70.1% | $137,256+144.3% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 20.41% | 48.09%-27.7pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $18,880 | $6,591+186.5% | $6,227+203.2% | $4,156+354.3% |
| Participant deferral / active EE | $15,063 | $9,614+56.7% | $9,135+64.9% | $6,407+135.1% |
| Admin fee / account holder | $10,347 | $17,308-40.2% | $16,298-36.5% | $12,270-15.7% |