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 | $335,414 | $232,540+44.2% | $185,117+81.2% | $147,584+127.3% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 8.82% | 43.03%-34.2pp | 40.50%-31.7pp | 578.55%-569.7pp |
| Employer contribution / active EE | $3,772 | $5,195-27.4% | $4,182-9.8% | $4,876-22.6% |
| Participant deferral / active EE | $6,104 | $5,834+4.6% | $5,045+21.0% | $5,439+12.2% |
| Admin fee / account holder | $8,194 | $10,275-20.3% | $8,159+0.4% | $10,885-24.7% |