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 | $294,658 | $177,572+65.9% | $154,803+90.3% | $142,382+106.9% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.44% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,567 | $4,810-67.4% | $4,305-63.6% | $4,299-63.6% |
| Participant deferral / active EE | $5,374 | $6,272-14.3% | $5,540-3.0% | $6,507-17.4% |
| Admin fee / account holder | $1,346 | $16,786-92.0% | $14,329-90.6% | $12,624-89.3% |