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 | $252,285 | $107,334+135.0% | $92,893+171.6% | $152,861+65.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 17.49% | 145.58%-128.1pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,138 | $4,221-49.3% | $3,653-41.5% | $4,762-55.1% |
| Participant deferral / active EE | $9,254 | $4,845+91.0% | $4,236+118.5% | $5,850+58.2% |
| Admin fee / account holder | $4,953 | $7,079-30.0% | $5,794-14.5% | $11,596-57.3% |