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 | $285,807 | $165,335+72.9% | $149,696+90.9% | $158,922+79.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 22.58% | 348.15%-325.6pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $3,798 | $5,103-25.6% | $4,644-18.2% | $4,761-20.2% |
| Participant deferral / active EE | $6,753 | $7,181-6.0% | $6,842-1.3% | $5,982+12.9% |
| Admin fee / account holder | $2,403 | $10,807-77.8% | $9,309-74.2% | $11,246-78.6% |