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 | $284,381 | $157,256+80.8% | $141,162+101.5% | $152,861+86.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 27.42% | 64.32%-36.9pp | 71.39%-44.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,754 | $5,261-47.7% | $4,735-41.8% | $4,762-42.2% |
| Participant deferral / active EE | $15,542 | $7,109+118.6% | $6,709+131.7% | $5,850+165.7% |
| Admin fee / account holder | $1,075 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |