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 | $315,508 | $197,591+59.7% | $177,821+77.4% | $158,922+98.5% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 14.17% | 58.76%-44.6pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,642 | $6,697-45.6% | $5,918-38.5% | $4,761-23.5% |
| Participant deferral / active EE | $12,027 | $8,405+43.1% | $7,714+55.9% | $5,982+101.0% |
| Admin fee / account holder | $17,261 | $15,399+12.1% | $12,427+38.9% | $11,246+53.5% |