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 | $615,133 | $201,272+205.6% | $184,203+233.9% | $145,922+321.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.61% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,954 | $7,022-15.2% | $6,427-7.4% | $4,660+27.8% |
| Participant deferral / active EE | $10,566 | $9,806+7.8% | $9,131+15.7% | $6,688+58.0% |
| Admin fee / account holder | $73,349 | $16,364+348.2% | $13,901+427.7% | $13,397+447.5% |