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 | $423,335 | $217,402+94.7% | $185,823+127.8% | $167,490+152.8% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 14.48% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,483 | $5,873-74.8% | $5,167-71.3% | $4,837-69.3% |
| Participant deferral / active EE | $7,470 | $6,356+17.5% | $5,568+34.2% | $6,341+17.8% |
| Admin fee / account holder | $4,346 | $19,811-78.1% | $16,237-73.2% | $12,309-64.7% |