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 | $403,520 | $180,749+123.2% | $160,784+151.0% | $137,256+194.0% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 15.12% | 2234.46%-2219.3pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,034 | $4,155-51.1% | $3,733-45.5% | $4,156-51.1% |
| Participant deferral / active EE | $7,812 | $6,844+14.1% | $6,293+24.1% | $6,407+21.9% |
| Admin fee / account holder | $1,389 | $10,397-86.6% | $9,717-85.7% | $12,270-88.7% |