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 | $590,265 | $148,534+297.4% | $135,903+334.3% | $139,434+323.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 29.67% | 79.19%-49.5pp | 68.23%-38.6pp | 372.94%-343.3pp |
| Employer contribution / active EE | $1,598 | $5,243-69.5% | $4,856-67.1% | $4,751-66.4% |
| Participant deferral / active EE | $5,125 | $8,100-36.7% | $7,758-33.9% | $6,710-23.6% |
| Admin fee / account holder | $12,981 | $12,400+4.7% | $10,762+20.6% | $11,403+13.8% |