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 | $271,028 | $197,591+37.2% | $177,821+52.4% | $158,922+70.5% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 23.58% | 58.76%-35.2pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $7,591 | $6,697+13.3% | $5,918+28.3% | $4,761+59.4% |
| Participant deferral / active EE | $4,031 | $8,405-52.0% | $7,714-47.7% | $5,982-32.6% |
| Admin fee / account holder | $385 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |