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 | $271,439 | $165,335+64.2% | $149,696+81.3% | $158,922+70.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 15.20% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,210 | $5,103-56.7% | $4,644-52.4% | $4,761-53.6% |
| Participant deferral / active EE | $5,744 | $7,181-20.0% | $6,842-16.0% | $5,982-4.0% |
| Admin fee / account holder | $1,467 | $10,807-86.4% | $9,309-84.2% | $11,246-87.0% |