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 | $701,130 | $177,572+294.8% | $154,803+352.9% | $142,382+392.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,379 | $4,810+53.4% | $4,305+71.4% | $4,299+71.6% |
| Participant deferral / active EE | $4,983 | $6,272-20.5% | $5,540-10.1% | $6,507-23.4% |
| Admin fee / account holder | $1,499 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |