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 | $596,702 | $127,065+369.6% | $113,168+427.3% | $142,382+319.1% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 14.62% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,325 | $3,442-3.4% | $2,975+11.8% | $4,299-22.7% |
| Participant deferral / active EE | $6,112 | $5,716+6.9% | $5,107+19.7% | $6,507-6.1% |
| Admin fee / account holder | $17,953 | $15,736+14.1% | $12,068+48.8% | $12,624+42.2% |