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 | $298,560 | $171,164+74.4% | $127,761+133.7% | $152,861+95.3% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.0%+12.7pp | 82.4%+9.2pp |
| Annual return | 13.28% | 23.54%-10.3pp | 26.14%-12.9pp | 345.32%-332.0pp |
| Employer contribution / active EE | $10,358 | $5,447+90.1% | $4,574+126.5% | $4,762+117.5% |
| Participant deferral / active EE | $13,643 | $7,038+93.8% | $6,021+126.6% | $5,850+133.2% |
| Admin fee / account holder | $4,435 | $14,530-69.5% | $9,395-52.8% | $11,596-61.8% |