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 | $452,114 | $201,272+124.6% | $184,203+145.4% | $145,922+209.8% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 17.82% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $14,259 | $7,022+103.1% | $6,427+121.9% | $4,660+206.0% |
| Participant deferral / active EE | $8,754 | $9,806-10.7% | $9,131-4.1% | $6,688+30.9% |
| Admin fee / account holder | $33,208 | $16,364+102.9% | $13,901+138.9% | $13,397+147.9% |