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 | $362,491 | $177,572+104.1% | $154,803+134.2% | $142,382+154.6% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 16.30% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $10,431 | $4,810+116.8% | $4,305+142.3% | $4,299+142.6% |
| Participant deferral / active EE | $11,268 | $6,272+79.7% | $5,540+103.4% | $6,507+73.2% |
| Admin fee / account holder | $3,810 | $16,786-77.3% | $14,329-73.4% | $12,624-69.8% |