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 | $599,464 | $124,425+381.8% | $112,040+435.0% | $137,256+336.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 14.26% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,186 | $3,411+22.7% | $2,954+41.7% | $4,156+0.7% |
| Participant deferral / active EE | $15,367 | $5,718+168.7% | $5,098+201.4% | $6,407+139.8% |
| Admin fee / account holder | $11,615 | $15,207-23.6% | $12,098-4.0% | $12,270-5.3% |