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 | $333,752 | $214,378+55.7% | $200,582+66.4% | $142,382+134.4% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 25.59% | 46.41%-20.8pp | 42.33%-16.7pp | 217.08%-191.5pp |
| Employer contribution / active EE | $6,532 | $6,841-4.5% | $6,419+1.8% | $4,299+51.9% |
| Participant deferral / active EE | $10,737 | $9,865+8.8% | $9,331+15.1% | $6,507+65.0% |
| Admin fee / account holder | $7,946 | $17,692-55.1% | $16,305-51.3% | $12,624-37.1% |