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 6-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 | $295,263 | $165,335+78.6% | $149,696+97.2% | $158,922+85.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 64.44% | 348.15%-283.7pp | 276.60%-212.2pp | 302.83%-238.4pp |
| Employer contribution / active EE | $3,976 | $5,103-22.1% | $4,644-14.4% | $4,761-16.5% |
| Participant deferral / active EE | $7,396 | $7,181+3.0% | $6,842+8.1% | $5,982+23.6% |
| Admin fee / account holder | $49,137 | $10,807+354.7% | $9,309+427.9% | $11,246+336.9% |