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 | $485,960 | $165,335+193.9% | $149,696+224.6% | $158,922+205.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.82% | 348.15%-331.3pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,810 | $5,103-25.3% | $4,644-18.0% | $4,761-20.0% |
| Participant deferral / active EE | $8,187 | $7,181+14.0% | $6,842+19.7% | $5,982+36.9% |
| Admin fee / account holder | $89,031 | $10,807+723.9% | $9,309+856.4% | $11,246+691.7% |