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 | $359,234 | $148,534+141.9% | $135,903+164.3% | $139,434+157.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 20.62% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,746 | $5,243-9.5% | $4,856-2.3% | $4,751-0.1% |
| Participant deferral / active EE | $11,481 | $8,100+41.7% | $7,758+48.0% | $6,710+71.1% |
| Admin fee / account holder | $31,648 | $12,400+155.2% | $10,762+194.1% | $11,403+177.6% |