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 | $285,651 | $105,126+171.7% | $94,646+201.8% | $139,434+104.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 14.43% | 38.03%-23.6pp | 156.71%-142.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,666 | $4,106-10.7% | $3,672-0.2% | $4,751-22.8% |
| Participant deferral / active EE | $5,901 | $7,599-22.3% | $7,418-20.4% | $6,710-12.1% |
| Admin fee / account holder | $23,339 | $8,984+159.8% | $7,231+222.8% | $11,403+104.7% |