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 | $454,314 | $148,534+205.9% | $135,903+234.3% | $139,434+225.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.44% | 79.19%-57.7pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $8,293 | $5,243+58.2% | $4,856+70.8% | $4,751+74.6% |
| Participant deferral / active EE | $16,500 | $8,100+103.7% | $7,758+112.7% | $6,710+145.9% |
| Admin fee / account holder | $1,619 | $12,400-86.9% | $10,762-85.0% | $11,403-85.8% |