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 | $488,291 | $157,256+210.5% | $141,162+245.9% | $152,861+219.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.74% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,259 | $5,261-57.1% | $4,735-52.3% | $4,762-52.6% |
| Participant deferral / active EE | $6,040 | $7,109-15.0% | $6,709-10.0% | $5,850+3.3% |
| Admin fee / account holder | $6,206 | $12,120-48.8% | $10,261-39.5% | $11,596-46.5% |