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 | $250,587 | $165,335+51.6% | $149,696+67.4% | $158,922+57.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.25% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,067 | $5,103-39.9% | $4,644-34.0% | $4,761-35.6% |
| Participant deferral / active EE | $9,032 | $7,181+25.8% | $6,842+32.0% | $5,982+51.0% |
| Admin fee / account holder | $1,974 | $10,807-81.7% | $9,309-78.8% | $11,246-82.4% |