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 | $376,930 | $112,881+233.9% | $90,951+314.4% | $158,922+137.2% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 20.01% | 215.79%-195.8pp | 134.60%-114.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,016 | $2,893-30.3% | $2,122-5.0% | $4,761-57.7% |
| Participant deferral / active EE | $5,144 | $4,128+24.6% | $3,373+52.5% | $5,982-14.0% |
| Admin fee / account holder | $1,719 | $8,041-78.6% | $5,959-71.1% | $11,246-84.7% |