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 | $758,581 | $177,572+327.2% | $154,803+390.0% | $142,382+432.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.52% | 65.07%-43.5pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,513 | $4,810-68.5% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $16,124 | $6,272+157.1% | $5,540+191.0% | $6,507+147.8% |
| Admin fee / account holder | $3,623 | $16,786-78.4% | $14,329-74.7% | $12,624-71.3% |