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 7-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 | $315,312 | $214,378+47.1% | $200,582+57.2% | $142,382+121.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 24.20% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $26,468 | $6,841+286.9% | $6,419+312.4% | $4,299+515.7% |
| Participant deferral / active EE | $10,919 | $9,865+10.7% | $9,331+17.0% | $6,507+67.8% |
| Admin fee / account holder | $863 | $17,692-95.1% | $16,305-94.7% | $12,624-93.2% |