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 | $255,462 | $176,056+45.1% | $159,436+60.2% | $167,490+52.5% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 16.02% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,800 | $5,297-47.1% | $4,829-42.0% | $4,837-42.1% |
| Participant deferral / active EE | $6,686 | $7,750-13.7% | $7,352-9.1% | $6,341+5.4% |
| Admin fee / account holder | $3,755 | $12,554-70.1% | $10,799-65.2% | $12,309-69.5% |