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 | $545,538 | $154,228+253.7% | $145,433+275.1% | $137,256+297.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.99% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,084 | $4,804-56.6% | $4,554-54.2% | $4,156-49.9% |
| Participant deferral / active EE | $9,765 | $8,216+18.8% | $7,897+23.6% | $6,407+52.4% |
| Admin fee / account holder | $2,891 | $14,344-79.8% | $13,129-78.0% | $12,270-76.4% |