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 8-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 | $268,469 | $209,411+28.2% | $178,490+50.4% | $158,922+68.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.94% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,535 | $5,706-73.1% | $5,011-69.4% | $4,761-67.8% |
| Participant deferral / active EE | $11,588 | $5,954+94.6% | $5,202+122.8% | $5,982+93.7% |
| Admin fee / account holder | $3,043 | $17,074-82.2% | $13,984-78.2% | $11,246-72.9% |