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 | $264,888 | $114,381+131.6% | $107,525+146.4% | $142,382+86.0% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 18.95% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,746 | $4,015-31.6% | $3,754-26.8% | $4,299-36.1% |
| Participant deferral / active EE | $6,673 | $5,564+19.9% | $5,116+30.5% | $6,507+2.6% |
| Admin fee / account holder | $7,617 | $9,860-22.8% | $8,919-14.6% | $12,624-39.7% |