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 | $404,934 | $226,064+79.1% | $182,532+121.8% | $152,861+164.9% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 18.95% | 192.51%-173.6pp | 148.54%-129.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,871 | $4,978-22.2% | $4,076-5.0% | $4,762-18.7% |
| Participant deferral / active EE | $5,361 | $6,368-15.8% | $5,524-3.0% | $5,850-8.4% |
| Admin fee / account holder | $7,489 | $10,703-30.0% | $8,592-12.8% | $11,596-35.4% |