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 | $296,591 | $159,602+85.8% | $150,045+97.7% | $142,382+108.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.20% | 70.24%-57.0pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,201 | $4,961-55.6% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $8,947 | $8,310+7.7% | $7,997+11.9% | $6,507+37.5% |
| Admin fee / account holder | $72,170 | $14,846+386.1% | $13,435+437.2% | $12,624+471.7% |