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 | $428,162 | $177,572+141.1% | $154,803+176.6% | $142,382+200.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.92% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,446 | $4,810+117.2% | $4,305+142.6% | $4,299+143.0% |
| Participant deferral / active EE | $9,316 | $6,272+48.5% | $5,540+68.1% | $6,507+43.2% |
| Admin fee / account holder | $4,281 | $16,786-74.5% | $14,329-70.1% | $12,624-66.1% |