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 | $402,734 | $148,534+171.1% | $135,903+196.3% | $139,434+188.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 24.09% | 79.19%-55.1pp | 68.23%-44.1pp | 372.94%-348.9pp |
| Employer contribution / active EE | $4,130 | $5,243-21.2% | $4,856-15.0% | $4,751-13.1% |
| Participant deferral / active EE | $11,005 | $8,100+35.9% | $7,758+41.9% | $6,710+64.0% |
| Admin fee / account holder | $971 | $12,400-92.2% | $10,762-91.0% | $11,403-91.5% |