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 | $253,259 | $165,335+53.2% | $149,696+69.2% | $158,922+59.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 14.45% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $5,664 | $5,103+11.0% | $4,644+22.0% | $4,761+19.0% |
| Participant deferral / active EE | $4,034 | $7,181-43.8% | $6,842-41.0% | $5,982-32.6% |
| Admin fee / account holder | $2,831 | $10,807-73.8% | $9,309-69.6% | $11,246-74.8% |