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 | $649,228 | $165,335+292.7% | $149,696+333.7% | $158,922+308.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.21% | 348.15%-338.9pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $25,142 | $5,103+392.7% | $4,644+441.4% | $4,761+428.1% |
| Participant deferral / active EE | $15,255 | $7,181+112.4% | $6,842+123.0% | $5,982+155.0% |
| Admin fee / account holder | $2,912 | $10,807-73.0% | $9,309-68.7% | $11,246-74.1% |