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 | $251,799 | $202,432+24.4% | $169,368+48.7% | $139,434+80.6% |
| Participation rate | 94.1% | 81.1%+13.0pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 14.78% | 531.74%-517.0pp | 405.60%-390.8pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,108 | $4,692-55.1% | $4,013-47.5% | $4,751-55.6% |
| Participant deferral / active EE | $6,307 | $6,938-9.1% | $6,221+1.4% | $6,710-6.0% |
| Admin fee / account holder | $1,557 | $10,708-85.5% | $9,003-82.7% | $11,403-86.3% |