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 | $284,203 | $214,378+32.6% | $200,582+41.7% | $142,382+99.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 29.51% | 46.41%-16.9pp | 42.33%-12.8pp | 217.08%-187.6pp |
| Employer contribution / active EE | $2,701 | $6,841-60.5% | $6,419-57.9% | $4,299-37.2% |
| Participant deferral / active EE | $8,855 | $9,865-10.2% | $9,331-5.1% | $6,507+36.1% |
| Admin fee / account holder | $47,072 | $17,692+166.1% | $16,305+188.7% | $12,624+272.9% |