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 | $335,474 | $118,680+182.7% | $98,907+239.2% | $158,922+111.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 6.12% | 372.35%-366.2pp | 196.43%-190.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,953 | $3,333-11.4% | $2,689+9.8% | $4,761-38.0% |
| Participant deferral / active EE | $3,069 | $5,088-39.7% | $4,244-27.7% | $5,982-48.7% |
| Admin fee / account holder | $9,334 | $10,131-7.9% | $6,642+40.5% | $11,246-17.0% |