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 | $504,270 | $179,726+180.6% | $156,263+222.7% | $142,382+254.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 13.54% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,540 | $5,069-69.6% | $4,333-64.5% | $4,299-64.2% |
| Participant deferral / active EE | $5,063 | $6,956-27.2% | $6,158-17.8% | $6,507-22.2% |
| Admin fee / account holder | $11,260 | $17,272-34.8% | $14,255-21.0% | $12,624-10.8% |