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 | $928,782 | $183,519+406.1% | $155,509+497.3% | $145,922+536.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.80% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,612 | $5,313-69.7% | $4,672-65.5% | $4,660-65.4% |
| Participant deferral / active EE | $13,157 | $6,462+103.6% | $5,626+133.9% | $6,688+96.7% |
| Admin fee / account holder | $19,315 | $19,3130% | $15,912+21.4% | $13,397+44.2% |