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 | $259,637 | $185,822+39.7% | $169,993+52.7% | $139,434+86.2% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 12.25% | 60.50%-48.3pp | 53.37%-41.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,829 | $7,590-62.7% | $6,785-58.3% | $4,751-40.5% |
| Participant deferral / active EE | $7,838 | $11,622-32.6% | $10,408-24.7% | $6,710+16.8% |
| Admin fee / account holder | $3,438 | $15,381-77.6% | $12,815-73.2% | $11,403-69.8% |