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 | $302,995 | $115,770+161.7% | $101,248+199.3% | $158,922+90.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 23.96% | 56.14%-32.2pp | 46.47%-22.5pp | 302.83%-278.9pp |
| Employer contribution / active EE | $7,317 | $4,175+75.3% | $3,660+100.0% | $4,761+53.7% |
| Participant deferral / active EE | $4,485 | $4,957-9.5% | $4,370+2.6% | $5,982-25.0% |
| Admin fee / account holder | $2,196 | $7,245-69.7% | $5,945-63.1% | $11,246-80.5% |