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 | $456,816 | $111,754+308.8% | $103,333+342.1% | $145,922+213.1% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 20.64% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $10,569 | $4,212+150.9% | $3,868+173.3% | $4,660+126.8% |
| Participant deferral / active EE | $8,879 | $5,619+58.0% | $5,057+75.6% | $6,688+32.8% |
| Admin fee / account holder | $4,090 | $9,750-58.1% | $8,355-51.0% | $13,397-69.5% |