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 | $415,772 | $176,056+136.2% | $159,436+160.8% | $167,490+148.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.07% | 331.75%-321.7pp | 263.57%-253.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,035 | $5,297-80.5% | $4,829-78.6% | $4,837-78.6% |
| Participant deferral / active EE | $3,994 | $7,750-48.5% | $7,352-45.7% | $6,341-37.0% |
| Admin fee / account holder | $8,201 | $12,554-34.7% | $10,799-24.1% | $12,309-33.4% |