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 | $499,228 | $209,411+138.4% | $178,490+179.7% | $158,922+214.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.43% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $6,175 | $5,706+8.2% | $5,011+23.2% | $4,761+29.7% |
| Participant deferral / active EE | $6,668 | $5,954+12.0% | $5,202+28.2% | $5,982+11.5% |
| Admin fee / account holder | $5,307 | $17,074-68.9% | $13,984-62.1% | $11,246-52.8% |