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 | $477,879 | $209,411+128.2% | $178,490+167.7% | $158,922+200.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.69% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,730 | $5,706-69.7% | $5,011-65.5% | $4,761-63.7% |
| Participant deferral / active EE | $6,585 | $5,954+10.6% | $5,202+26.6% | $5,982+10.1% |
| Admin fee / account holder | $10,394 | $17,074-39.1% | $13,984-25.7% | $11,246-7.6% |