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 | $297,059 | $110,257+169.4% | $96,544+207.7% | $139,434+113.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 23.04% | 26.32%-3.3pp | 25.84%-2.8pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,107 | $3,620-14.2% | $2,965+4.8% | $4,751-34.6% |
| Participant deferral / active EE | $10,447 | $5,548+88.3% | $4,851+115.4% | $6,710+55.7% |
| Admin fee / account holder | $4,995 | $11,591-56.9% | $8,252-39.5% | $11,403-56.2% |