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 | $303,604 | $217,402+39.7% | $185,823+63.4% | $167,490+81.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 17.28% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,186 | $5,873+5.3% | $5,167+19.7% | $4,837+27.9% |
| Participant deferral / active EE | $5,497 | $6,356-13.5% | $5,568-1.3% | $6,341-13.3% |
| Admin fee / account holder | $5,375 | $19,811-72.9% | $16,237-66.9% | $12,309-56.3% |