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 | $495,578 | $201,272+146.2% | $184,203+169.0% | $145,922+239.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.28% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $5,045 | $7,022-28.1% | $6,427-21.5% | $4,660+8.3% |
| Participant deferral / active EE | $8,834 | $9,806-9.9% | $9,131-3.3% | $6,688+32.1% |
| Admin fee / account holder | $5,405 | $16,364-67.0% | $13,901-61.1% | $13,397-59.7% |