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 8-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 | $398,905 | $165,335+141.3% | $149,696+166.5% | $158,922+151.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.13% | 348.15%-339.0pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,384 | $5,103-33.7% | $4,644-27.1% | $4,761-28.9% |
| Participant deferral / active EE | $20,770 | $7,181+189.2% | $6,842+203.6% | $5,982+247.2% |
| Admin fee / account holder | $5,469 | $10,807-49.4% | $9,309-41.2% | $11,246-51.4% |