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 | $295,085 | $165,335+78.5% | $149,696+97.1% | $158,922+85.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 37.61% | 348.15%-310.5pp | 276.60%-239.0pp | 302.83%-265.2pp |
| Employer contribution / active EE | $3,482 | $5,103-31.8% | $4,644-25.0% | $4,761-26.9% |
| Participant deferral / active EE | $6,117 | $7,181-14.8% | $6,842-10.6% | $5,982+2.3% |
| Admin fee / account holder | $12,553 | $10,807+16.2% | $9,309+34.9% | $11,246+11.6% |