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 | $275,703 | $176,056+56.6% | $159,436+72.9% | $167,490+64.6% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 17.47% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $5,486 | $5,297+3.6% | $4,829+13.6% | $4,837+13.4% |
| Participant deferral / active EE | $14,351 | $7,750+85.2% | $7,352+95.2% | $6,341+126.3% |
| Admin fee / account holder | $10,490 | $12,554-16.4% | $10,799-2.9% | $12,309-14.8% |