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 | $475,727 | $112,729+322.0% | $98,716+381.9% | $137,256+246.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 17.89% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $9,297 | $2,725+241.1% | $2,279+308.0% | $4,156+123.7% |
| Participant deferral / active EE | $9,247 | $4,640+99.3% | $4,048+128.4% | $6,407+44.3% |
| Admin fee / account holder | $13,244 | $10,129+30.8% | $8,703+52.2% | $12,270+7.9% |