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 | $341,497 | $192,717+77.2% | $142,449+139.7% | $139,434+144.9% |
| Participation rate | 90.9% | 81.5%+9.4pp | 76.8%+14.1pp | 80.3%+10.6pp |
| Annual return | 12.19% | 17.99%-5.8pp | 19.99%-7.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,375 | $5,806-59.1% | $4,847-51.0% | $4,751-50.0% |
| Participant deferral / active EE | $6,109 | $7,208-15.3% | $6,283-2.8% | $6,710-9.0% |
| Admin fee / account holder | $2,191 | $15,124-85.5% | $10,011-78.1% | $11,403-80.8% |