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 | $412,245 | $165,335+149.3% | $149,696+175.4% | $158,922+159.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.38% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $4,426 | $5,103-13.3% | $4,644-4.7% | $4,761-7.0% |
| Participant deferral / active EE | $11,899 | $7,181+65.7% | $6,842+73.9% | $5,982+98.9% |
| Admin fee / account holder | $3,051 | $10,807-71.8% | $9,309-67.2% | $11,246-72.9% |