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 | $637,160 | $159,602+299.2% | $150,045+324.6% | $142,382+347.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 45.28% | 70.24%-25.0pp | 62.55%-17.3pp | 217.08%-171.8pp |
| Employer contribution / active EE | $2,163 | $4,961-56.4% | $4,693-53.9% | $4,299-49.7% |
| Participant deferral / active EE | $12,828 | $8,310+54.4% | $7,997+60.4% | $6,507+97.1% |
| Admin fee / account holder | $2,719 | $14,846-81.7% | $13,435-79.8% | $12,624-78.5% |