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 | $468,046 | $177,572+163.6% | $154,803+202.3% | $142,382+228.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.92% | 65.07%-49.1pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $14,683 | $4,810+205.2% | $4,305+241.0% | $4,299+241.5% |
| Participant deferral / active EE | $9,157 | $6,272+46.0% | $5,540+65.3% | $6,507+40.7% |
| Admin fee / account holder | $2,398 | $16,786-85.7% | $14,329-83.3% | $12,624-81.0% |