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 | $326,281 | $114,381+185.3% | $107,525+203.4% | $142,382+129.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 37.32% | 242.71%-205.4pp | 181.32%-144.0pp | 217.08%-179.8pp |
| Employer contribution / active EE | $3,854 | $4,015-4.0% | $3,754+2.7% | $4,299-10.3% |
| Participant deferral / active EE | $11,307 | $5,564+103.2% | $5,116+121.0% | $6,507+73.8% |
| Admin fee / account holder | $9,625 | $9,860-2.4% | $8,919+7.9% | $12,624-23.8% |