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 | $294,035 | $165,335+77.8% | $149,696+96.4% | $158,922+85.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 15.15% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $7,807 | $5,103+53.0% | $4,644+68.1% | $4,761+64.0% |
| Participant deferral / active EE | $12,181 | $7,181+69.6% | $6,842+78.0% | $5,982+103.6% |
| Admin fee / account holder | $6,432 | $10,807-40.5% | $9,309-30.9% | $11,246-42.8% |