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 7-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 | $532,270 | $197,591+169.4% | $177,821+199.3% | $158,922+234.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 43.75% | 58.76%-15.0pp | 48.32%-4.6pp | 302.83%-259.1pp |
| Employer contribution / active EE | $5,163 | $6,697-22.9% | $5,918-12.8% | $4,761+8.4% |
| Participant deferral / active EE | $12,839 | $8,405+52.8% | $7,714+66.4% | $5,982+114.6% |
| Admin fee / account holder | $6,008 | $15,399-61.0% | $12,427-51.7% | $11,246-46.6% |