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 | $251,300 | $177,572+41.5% | $154,803+62.3% | $142,382+76.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,455 | $4,810-49.0% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $12,627 | $6,272+101.3% | $5,540+127.9% | $6,507+94.0% |
| Admin fee / account holder | $5,268 | $16,786-68.6% | $14,329-63.2% | $12,624-58.3% |