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 | $301,410 | $165,335+82.3% | $149,696+101.3% | $158,922+89.7% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 16.91% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $10,387 | $5,103+103.6% | $4,644+123.7% | $4,761+118.2% |
| Participant deferral / active EE | $8,367 | $7,181+16.5% | $6,842+22.3% | $5,982+39.9% |
| Admin fee / account holder | $2,650 | $10,807-75.5% | $9,309-71.5% | $11,246-76.4% |