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 | $894,892 | $179,726+397.9% | $156,263+472.7% | $142,382+528.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 12.79% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,507 | $5,069-30.8% | $4,333-19.1% | $4,299-18.4% |
| Participant deferral / active EE | $11,657 | $6,956+67.6% | $6,158+89.3% | $6,507+79.1% |
| Admin fee / account holder | $8,141 | $17,272-52.9% | $14,255-42.9% | $12,624-35.5% |