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 | $407,200 | $177,572+129.3% | $154,803+163.0% | $142,382+186.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 30.10% | 65.07%-35.0pp | 58.88%-28.8pp | 217.08%-187.0pp |
| Employer contribution / active EE | $6,931 | $4,810+44.1% | $4,305+61.0% | $4,299+61.2% |
| Participant deferral / active EE | $6,891 | $6,272+9.9% | $5,540+24.4% | $6,507+5.9% |
| Admin fee / account holder | $33,782 | $16,786+101.3% | $14,329+135.8% | $12,624+167.6% |