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 | $569,519 | $209,411+172.0% | $178,490+219.1% | $158,922+258.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 28.18% | 188.75%-160.6pp | 151.07%-122.9pp | 302.83%-274.6pp |
| Employer contribution / active EE | $11,751 | $5,706+105.9% | $5,011+134.5% | $4,761+146.8% |
| Participant deferral / active EE | $8,231 | $5,954+38.2% | $5,202+58.2% | $5,982+37.6% |
| Admin fee / account holder | $533 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |