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 | $294,785 | $135,952+116.8% | $123,892+137.9% | $273,961+7.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 10.13% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,810 | $5,170-26.3% | $4,617-17.5% | $4,869-21.7% |
| Participant deferral / active EE | $11,444 | $6,343+80.4% | $5,984+91.2% | $5,287+116.4% |
| Admin fee / account holder | $9,994 | $9,817+1.8% | $8,357+19.6% | $10,132-1.4% |