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 | $275,831 | $179,726+53.5% | $156,263+76.5% | $142,382+93.7% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 12.63% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,938 | $5,069-42.0% | $4,333-32.2% | $4,299-31.7% |
| Participant deferral / active EE | $6,075 | $6,956-12.7% | $6,158-1.4% | $6,507-6.6% |
| Admin fee / account holder | $9,183 | $17,272-46.8% | $14,255-35.6% | $12,624-27.3% |