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 | $261,251 | $165,335+58.0% | $149,696+74.5% | $158,922+64.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.98% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,012 | $5,103-60.6% | $4,644-56.7% | $4,761-57.7% |
| Participant deferral / active EE | $5,646 | $7,181-21.4% | $6,842-17.5% | $5,982-5.6% |
| Admin fee / account holder | $2,702 | $10,807-75.0% | $9,309-71.0% | $11,246-76.0% |