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 | $301,939 | $124,281+142.9% | $109,143+176.6% | $167,490+80.3% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 19.82% | 26.04%-6.2pp | 25.75%-5.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $6,422 | $4,207+52.6% | $3,722+72.5% | $4,837+32.7% |
| Participant deferral / active EE | $5,489 | $5,255+4.4% | $4,653+18.0% | $6,341-13.4% |
| Admin fee / account holder | $8,694 | $7,970+9.1% | $6,752+28.8% | $12,309-29.4% |