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 | $314,987 | $209,411+50.4% | $178,490+76.5% | $158,922+98.2% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 21.28% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,742 | $5,706-69.5% | $5,011-65.2% | $4,761-63.4% |
| Participant deferral / active EE | $5,538 | $5,954-7.0% | $5,202+6.5% | $5,982-7.4% |
| Admin fee / account holder | $1,341 | $17,074-92.1% | $13,984-90.4% | $11,246-88.1% |