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 | $682,757 | $159,602+327.8% | $150,045+355.0% | $142,382+379.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.31% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $16,369 | $4,961+230.0% | $4,693+248.8% | $4,299+280.8% |
| Participant deferral / active EE | $12,622 | $8,310+51.9% | $7,997+57.8% | $6,507+94.0% |
| Admin fee / account holder | $3,079 | $14,846-79.3% | $13,435-77.1% | $12,624-75.6% |