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 | $435,284 | $185,822+134.2% | $169,993+156.1% | $139,434+212.2% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 11.56% | 60.50%-48.9pp | 53.37%-41.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $11,713 | $7,590+54.3% | $6,785+72.6% | $4,751+146.6% |
| Participant deferral / active EE | $6,279 | $11,622-46.0% | $10,408-39.7% | $6,710-6.4% |
| Admin fee / account holder | $2,947 | $15,381-80.8% | $12,815-77.0% | $11,403-74.2% |