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 | $537,759 | $159,602+236.9% | $150,045+258.4% | $142,382+277.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 71.91% | 70.24%+1.7pp | 62.55%+9.4pp | 217.08%-145.2pp |
| Employer contribution / active EE | $5,585 | $4,961+12.6% | $4,693+19.0% | $4,299+29.9% |
| Participant deferral / active EE | $17,662 | $8,310+112.5% | $7,997+120.9% | $6,507+171.4% |
| Admin fee / account holder | $21,389 | $14,846+44.1% | $13,435+59.2% | $12,624+69.4% |