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 | $264,282 | $177,572+48.8% | $154,803+70.7% | $142,382+85.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.83% | 65.07%-53.2pp | 58.88%-47.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $10,958 | $4,810+127.8% | $4,305+154.5% | $4,299+154.9% |
| Participant deferral / active EE | $11,180 | $6,272+78.3% | $5,540+101.8% | $6,507+71.8% |
| Admin fee / account holder | $4,409 | $16,786-73.7% | $14,329-69.2% | $12,624-65.1% |