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 | $522,563 | $179,726+190.8% | $156,263+234.4% | $142,382+267.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.81% | 77.86%-66.0pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $6,079 | $5,069+19.9% | $4,333+40.3% | $4,299+41.4% |
| Participant deferral / active EE | $11,886 | $6,956+70.9% | $6,158+93.0% | $6,507+82.7% |
| Admin fee / account holder | $2,795 | $17,272-83.8% | $14,255-80.4% | $12,624-77.9% |