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 | $274,227 | $175,202+56.5% | $149,673+83.2% | $139,434+96.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 22.95% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,948 | $5,474-46.2% | $4,818-38.8% | $4,751-38.0% |
| Participant deferral / active EE | $13,067 | $6,519+100.5% | $5,680+130.0% | $6,710+94.7% |
| Admin fee / account holder | $3,236 | $16,150-80.0% | $13,210-75.5% | $11,403-71.6% |