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 | $258,669 | $154,228+67.7% | $145,433+77.9% | $137,256+88.5% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 13.13% | 74.59%-61.5pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,930 | $4,804+2.6% | $4,554+8.2% | $4,156+18.6% |
| Participant deferral / active EE | $9,489 | $8,216+15.5% | $7,897+20.2% | $6,407+48.1% |
| Admin fee / account holder | $1,479 | $14,344-89.7% | $13,129-88.7% | $12,270-87.9% |