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 | $303,686 | $185,822+63.4% | $169,993+78.6% | $139,434+117.8% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 21.96% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,241 | $7,590-70.5% | $6,785-67.0% | $4,751-52.8% |
| Participant deferral / active EE | $5,727 | $11,622-50.7% | $10,408-45.0% | $6,710-14.6% |
| Admin fee / account holder | $5,320 | $15,381-65.4% | $12,815-58.5% | $11,403-53.3% |