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 | $259,102 | $165,335+56.7% | $149,696+73.1% | $158,922+63.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 28.14% | 348.15%-320.0pp | 276.60%-248.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $2,473 | $5,103-51.5% | $4,644-46.8% | $4,761-48.1% |
| Participant deferral / active EE | $10,924 | $7,181+52.1% | $6,842+59.7% | $5,982+82.6% |
| Admin fee / account holder | $917 | $10,807-91.5% | $9,309-90.1% | $11,246-91.8% |