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 | $296,370 | $214,378+38.2% | $200,582+47.8% | $142,382+108.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 21.95% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $14,277 | $6,841+108.7% | $6,419+122.4% | $4,299+232.1% |
| Participant deferral / active EE | $12,063 | $9,865+22.3% | $9,331+29.3% | $6,507+85.4% |
| Admin fee / account holder | $2,505 | $17,692-85.8% | $16,305-84.6% | $12,624-80.2% |