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 | $268,123 | $197,591+35.7% | $177,821+50.8% | $158,922+68.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 7.29% | 58.76%-51.5pp | 48.32%-41.0pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,000 | $6,697-70.1% | $5,918-66.2% | $4,761-58.0% |
| Participant deferral / active EE | $7,231 | $8,405-14.0% | $7,714-6.3% | $5,982+20.9% |
| Admin fee / account holder | $2,837 | $15,399-81.6% | $12,427-77.2% | $11,246-74.8% |