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 | $255,349 | $114,381+123.2% | $107,525+137.5% | $142,382+79.3% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 22.83% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,868 | $4,015+21.3% | $3,754+29.7% | $4,299+13.2% |
| Participant deferral / active EE | $10,689 | $5,564+92.1% | $5,116+108.9% | $6,507+64.3% |
| Admin fee / account holder | $594 | $9,860-94.0% | $8,919-93.3% | $12,624-95.3% |