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 | $277,914 | $117,841+135.8% | $102,423+171.3% | $145,922+90.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 14.62% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,167 | $3,615+15.3% | $3,023+37.8% | $4,660-10.6% |
| Participant deferral / active EE | $2,672 | $5,731-53.4% | $5,053-47.1% | $6,688-60.0% |
| Admin fee / account holder | $13,851 | $13,326+3.9% | $9,451+46.6% | $13,397+3.4% |