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 | $261,289 | $177,572+47.1% | $154,803+68.8% | $142,382+83.5% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 15.12% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,271 | $4,810-32.0% | $4,305-24.0% | $4,299-23.9% |
| Participant deferral / active EE | $5,358 | $6,272-14.6% | $5,540-3.3% | $6,507-17.7% |
| Admin fee / account holder | $1,420 | $16,786-91.5% | $14,329-90.1% | $12,624-88.7% |