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 | $389,106 | $165,335+135.3% | $149,696+159.9% | $158,922+144.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 22.38% | 348.15%-325.8pp | 276.60%-254.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,694 | $5,103-47.2% | $4,644-42.0% | $4,761-43.4% |
| Participant deferral / active EE | $4,231 | $7,181-41.1% | $6,842-38.2% | $5,982-29.3% |
| Admin fee / account holder | $685 | $10,807-93.7% | $9,309-92.6% | $11,246-93.9% |