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 | $276,424 | $175,202+57.8% | $149,673+84.7% | $139,434+98.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.18% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,753 | $5,474-31.4% | $4,818-22.1% | $4,751-21.0% |
| Participant deferral / active EE | $7,581 | $6,519+16.3% | $5,680+33.5% | $6,710+13.0% |
| Admin fee / account holder | $3,379 | $16,150-79.1% | $13,210-74.4% | $11,403-70.4% |