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 | $542,062 | $84,696+540.0% | $75,696+616.1% | $167,490+223.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 22.75% | 199.36%-176.6pp | 104.53%-81.8pp | 478.56%-455.8pp |
| Employer contribution / active EE | $6,289 | $3,230+94.7% | $2,743+129.3% | $4,837+30.0% |
| Participant deferral / active EE | $10,894 | $4,580+137.9% | $3,821+185.1% | $6,341+71.8% |
| Admin fee / account holder | $2,978 | $5,355-44.4% | $3,619-17.7% | $12,309-75.8% |