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 | $500,493 | $185,822+169.3% | $169,993+194.4% | $139,434+258.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 13.57% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $5,483 | $7,590-27.8% | $6,785-19.2% | $4,751+15.4% |
| Participant deferral / active EE | $9,465 | $11,622-18.6% | $10,408-9.1% | $6,710+41.0% |
| Admin fee / account holder | $15,318 | $15,381-0.4% | $12,815+19.5% | $11,403+34.3% |