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 | $251,757 | $217,402+15.8% | $185,823+35.5% | $167,490+50.3% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 21.54% | 148.36%-126.8pp | 122.05%-100.5pp | 478.56%-457.0pp |
| Employer contribution / active EE | $1,862 | $5,873-68.3% | $5,167-64.0% | $4,837-61.5% |
| Participant deferral / active EE | $3,842 | $6,356-39.6% | $5,568-31.0% | $6,341-39.4% |
| Admin fee / account holder | $1,901 | $19,811-90.4% | $16,237-88.3% | $12,309-84.6% |