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 | $406,258 | $177,572+128.8% | $154,803+162.4% | $142,382+185.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 52.61% | 65.07%-12.5pp | 58.88%-6.3pp | 217.08%-164.5pp |
| Employer contribution / active EE | $6,083 | $4,810+26.5% | $4,305+41.3% | $4,299+41.5% |
| Participant deferral / active EE | $11,892 | $6,272+89.6% | $5,540+114.6% | $6,507+82.7% |
| Admin fee / account holder | $1,297 | $16,786-92.3% | $14,329-90.9% | $12,624-89.7% |