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 | $254,166 | $165,335+53.7% | $149,696+69.8% | $158,922+59.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 18.53% | 348.15%-329.6pp | 276.60%-258.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $7,489 | $5,103+46.8% | $4,644+61.2% | $4,761+57.3% |
| Participant deferral / active EE | $3,826 | $7,181-46.7% | $6,842-44.1% | $5,982-36.0% |
| Admin fee / account holder | $9,458 | $10,807-12.5% | $9,309+1.6% | $11,246-15.9% |