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 | $536,607 | $165,335+224.6% | $149,696+258.5% | $158,922+237.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.17% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,955 | $5,103-42.1% | $4,644-36.4% | $4,761-37.9% |
| Participant deferral / active EE | $13,750 | $7,181+91.5% | $6,842+101.0% | $5,982+129.8% |
| Admin fee / account holder | $15,898 | $10,807+47.1% | $9,309+70.8% | $11,246+41.4% |