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 | $262,650 | $124,185+111.5% | $108,410+142.3% | $167,490+56.8% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 14.38% | 1379.64%-1365.3pp | 905.27%-890.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,259 | $4,187+1.7% | $3,558+19.7% | $4,837-12.0% |
| Participant deferral / active EE | $7,320 | $6,908+6.0% | $6,563+11.5% | $6,341+15.4% |
| Admin fee / account holder | $55,042 | $9,455+482.2% | $7,295+654.5% | $12,309+347.2% |