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 7-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 | $417,878 | $159,602+161.8% | $150,045+178.5% | $142,382+193.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 14.14% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,485 | $4,961-9.6% | $4,693-4.4% | $4,299+4.3% |
| Participant deferral / active EE | $12,033 | $8,310+44.8% | $7,997+50.5% | $6,507+84.9% |
| Admin fee / account holder | $63,729 | $14,846+329.3% | $13,435+374.4% | $12,624+404.8% |