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 | $509,151 | $177,572+186.7% | $154,803+228.9% | $142,382+257.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,327 | $4,810-30.8% | $4,305-22.7% | $4,299-22.6% |
| Participant deferral / active EE | $13,278 | $6,272+111.7% | $5,540+139.7% | $6,507+104.1% |
| Admin fee / account holder | $750 | $16,786-95.5% | $14,329-94.8% | $12,624-94.1% |