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 | $729,252 | $177,572+310.7% | $154,803+371.1% | $142,382+412.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.63% | 65.07%-47.4pp | 58.88%-41.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $12,246 | $4,810+154.6% | $4,305+184.4% | $4,299+184.8% |
| Participant deferral / active EE | $11,284 | $6,272+79.9% | $5,540+103.7% | $6,507+73.4% |
| Admin fee / account holder | $7,444 | $16,786-55.7% | $14,329-48.0% | $12,624-41.0% |