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 | $386,598 | $71,829+438.2% | $69,780+454.0% | $142,382+171.5% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.3%+9.6pp | 80.1%+8.8pp |
| Annual return | 45.23% | 31.01%+14.2pp | 26.31%+18.9pp | 217.08%-171.9pp |
| Employer contribution / active EE | $4,233 | $4,385-3.5% | $4,168+1.6% | $4,299-1.5% |
| Participant deferral / active EE | $9,869 | $6,819+44.7% | $6,164+60.1% | $6,507+51.7% |
| Admin fee / account holder | $560 | $7,818-92.8% | $7,285-92.3% | $12,624-95.6% |