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 | $326,118 | $217,402+50.0% | $185,823+75.5% | $167,490+94.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.87% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,337 | $5,873-60.2% | $5,167-54.8% | $4,837-51.7% |
| Participant deferral / active EE | $6,791 | $6,356+6.8% | $5,568+22.0% | $6,341+7.1% |
| Admin fee / account holder | $15,000 | $19,811-24.3% | $16,237-7.6% | $12,309+21.9% |