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 | $254,037 | $124,281+104.4% | $109,143+132.8% | $167,490+51.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 41.76% | 26.04%+15.7pp | 25.75%+16.0pp | 478.56%-436.8pp |
| Employer contribution / active EE | $1,744 | $4,207-58.5% | $3,722-53.1% | $4,837-63.9% |
| Participant deferral / active EE | $4,184 | $5,255-20.4% | $4,653-10.1% | $6,341-34.0% |
| Admin fee / account holder | $7,219 | $7,970-9.4% | $6,752+6.9% | $12,309-41.4% |