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 | $785,280 | $209,411+275.0% | $178,490+340.0% | $158,922+394.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 8.53% | 188.75%-180.2pp | 151.07%-142.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $9,976 | $5,706+74.8% | $5,011+99.1% | $4,761+109.5% |
| Participant deferral / active EE | $8,204 | $5,954+37.8% | $5,202+57.7% | $5,982+37.1% |
| Admin fee / account holder | $3,446 | $17,074-79.8% | $13,984-75.4% | $11,246-69.4% |