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 | $657,735 | $209,411+214.1% | $178,490+268.5% | $158,922+313.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.10% | 188.75%-170.6pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $9,362 | $5,706+64.1% | $5,011+86.8% | $4,761+96.6% |
| Participant deferral / active EE | $9,345 | $5,954+56.9% | $5,202+79.7% | $5,982+56.2% |
| Admin fee / account holder | $4,838 | $17,074-71.7% | $13,984-65.4% | $11,246-57.0% |