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 | $312,648 | $198,466+57.5% | $170,442+83.4% | $147,584+111.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.42% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $4,388 | $6,184-29.0% | $5,433-19.2% | $4,876-10.0% |
| Participant deferral / active EE | $12,864 | $5,629+128.5% | $4,939+160.4% | $5,439+136.5% |
| Admin fee / account holder | $8,164 | $16,852-51.6% | $13,880-41.2% | $10,885-25.0% |