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 | $492,076 | $183,519+168.1% | $155,509+216.4% | $145,922+237.2% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 17.13% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,337 | $5,313-56.0% | $4,672-50.0% | $4,660-49.9% |
| Participant deferral / active EE | $5,980 | $6,462-7.5% | $5,626+6.3% | $6,688-10.6% |
| Admin fee / account holder | $372 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |