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 | $279,285 | $209,411+33.4% | $178,490+56.5% | $158,922+75.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 21.82% | 188.75%-166.9pp | 151.07%-129.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,674 | $5,706-35.6% | $5,011-26.7% | $4,761-22.8% |
| Participant deferral / active EE | $7,920 | $5,954+33.0% | $5,202+52.3% | $5,982+32.4% |
| Admin fee / account holder | $6,002 | $17,074-64.9% | $13,984-57.1% | $11,246-46.6% |