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 | $528,616 | $176,056+200.3% | $159,436+231.6% | $167,490+215.6% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.52% | 331.75%-315.2pp | 263.57%-247.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $24,278 | $5,297+358.3% | $4,829+402.7% | $4,837+401.9% |
| Participant deferral / active EE | $13,964 | $7,750+80.2% | $7,352+89.9% | $6,341+120.2% |
| Admin fee / account holder | $15,366 | $12,554+22.4% | $10,799+42.3% | $12,309+24.8% |