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 | $273,500 | $209,411+30.6% | $178,490+53.2% | $158,922+72.1% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 14.54% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,989 | $5,706-47.6% | $5,011-40.3% | $4,761-37.2% |
| Participant deferral / active EE | $5,966 | $5,954+0.2% | $5,202+14.7% | $5,982-0.3% |
| Admin fee / account holder | $11,203 | $17,074-34.4% | $13,984-19.9% | $11,246-0.4% |