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 | $471,229 | $197,591+138.5% | $177,821+165.0% | $158,922+196.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 27.40% | 58.76%-31.4pp | 48.32%-20.9pp | 302.83%-275.4pp |
| Employer contribution / active EE | $3,873 | $6,697-42.2% | $5,918-34.6% | $4,761-18.7% |
| Participant deferral / active EE | $8,231 | $8,405-2.1% | $7,714+6.7% | $5,982+37.6% |
| Admin fee / account holder | $5,560 | $15,399-63.9% | $12,427-55.3% | $11,246-50.6% |