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 | $267,639 | $154,228+73.5% | $145,433+84.0% | $137,256+95.0% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 13.82% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $12,237 | $4,804+154.7% | $4,554+168.7% | $4,156+194.4% |
| Participant deferral / active EE | $5,074 | $8,216-38.2% | $7,897-35.7% | $6,407-20.8% |
| Admin fee / account holder | $100,314 | $14,344+599.4% | $13,129+664.1% | $12,270+717.5% |