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 | $689,539 | $112,096+515.1% | $95,952+618.6% | $158,922+333.9% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 23.37% | 171.09%-147.7pp | 91.61%-68.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,551 | $3,198+11.0% | $2,541+39.7% | $4,761-25.4% |
| Participant deferral / active EE | $11,607 | $4,784+142.6% | $4,167+178.6% | $5,982+94.0% |
| Admin fee / account holder | $10,012 | $10,130-1.2% | $6,795+47.3% | $11,246-11.0% |