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 | $260,113 | $165,335+57.3% | $149,696+73.8% | $158,922+63.7% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 19.58% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,181 | $5,103+1.5% | $4,644+11.6% | $4,761+8.8% |
| Participant deferral / active EE | $6,758 | $7,181-5.9% | $6,842-1.2% | $5,982+13.0% |
| Admin fee / account holder | $1,669 | $10,807-84.6% | $9,309-82.1% | $11,246-85.2% |