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 | $266,593 | $162,781+63.8% | $133,956+99.0% | $158,922+67.8% |
| Participation rate | 70.6% | 83.2%-12.6pp | 79.8%-9.3pp | 82.0%-11.4pp |
| Annual return | 14.86% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,454 | $4,975-50.7% | $3,919-37.4% | $4,761-48.5% |
| Participant deferral / active EE | $4,260 | $5,911-27.9% | $5,048-15.6% | $5,982-28.8% |
| Admin fee / account holder | $18,464 | $11,736+57.3% | $8,927+106.8% | $11,246+64.2% |