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 3-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 | $476,813 | $77,314+516.7% | $177,989+167.9% | $80,856+489.7% |
| Participation rate | 86.0% | 65.7%+20.3pp | 77.1%+8.9pp | 67.6%+18.3pp |
| Annual return | 87.93% | 18.09%+69.8pp | 294.48%-206.6pp | 35.59%+52.3pp |
| Employer contribution / active EE | $2,753 | $2,292+20.1% | $3,949-30.3% | $2,755-0.1% |
| Participant deferral / active EE | $4,491 | $4,411+1.8% | $6,276-28.4% | $4,296+4.5% |
| Admin fee / account holder | $6,303 | $7,191-12.4% | $10,363-39.2% | $6,918-8.9% |