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 | $289,717 | $228,332+26.9% | $185,823+55.9% | $158,922+82.3% |
| Participation rate | 95.8% | 82.3%+13.5pp | 78.0%+17.8pp | 82.0%+13.9pp |
| Annual return | 12.54% | 40.80%-28.3pp | 35.95%-23.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $4,160 | $4,967-16.2% | $4,087+1.8% | $4,761-12.6% |
| Participant deferral / active EE | $10,775 | $6,415+68.0% | $5,632+91.3% | $5,982+80.1% |
| Admin fee / account holder | $55,521 | $11,864+368.0% | $9,500+484.4% | $11,246+393.7% |