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 | $344,700 | $165,335+108.5% | $149,696+130.3% | $158,922+116.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 19.43% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $27,106 | $5,103+431.2% | $4,644+483.6% | $4,761+469.3% |
| Participant deferral / active EE | $16,208 | $7,181+125.7% | $6,842+136.9% | $5,982+170.9% |
| Admin fee / account holder | $4,760 | $10,807-56.0% | $9,309-48.9% | $11,246-57.7% |