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 | $433,267 | $154,228+180.9% | $145,433+197.9% | $137,256+215.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.51% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,228 | $4,804-74.4% | $4,554-73.0% | $4,156-70.5% |
| Participant deferral / active EE | $20,780 | $8,216+152.9% | $7,897+163.1% | $6,407+224.3% |
| Admin fee / account holder | $63,167 | $14,344+340.4% | $13,129+381.1% | $12,270+414.8% |