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 | $314,457 | $177,572+77.1% | $154,803+103.1% | $142,382+120.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.83% | 65.07%-51.2pp | 58.88%-45.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $10,297 | $4,810+114.0% | $4,305+139.2% | $4,299+139.5% |
| Participant deferral / active EE | $8,486 | $6,272+35.3% | $5,540+53.2% | $6,507+30.4% |
| Admin fee / account holder | $10,204 | $16,786-39.2% | $14,329-28.8% | $12,624-19.2% |