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 | $353,152 | $165,335+113.6% | $149,696+135.9% | $158,922+122.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.29% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,074 | $5,103-20.2% | $4,644-12.3% | $4,761-14.4% |
| Participant deferral / active EE | $10,516 | $7,181+46.4% | $6,842+53.7% | $5,982+75.8% |
| Admin fee / account holder | $27,338 | $10,807+153.0% | $9,309+193.7% | $11,246+143.1% |