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 | $569,335 | $209,336+172.0% | $197,124+188.8% | $137,256+314.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.18% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $6,373 | $6,591-3.3% | $6,227+2.3% | $4,156+53.3% |
| Participant deferral / active EE | $24,913 | $9,614+159.1% | $9,135+172.7% | $6,407+288.8% |
| Admin fee / account holder | $13,404 | $17,308-22.6% | $16,298-17.8% | $12,270+9.2% |