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 | $497,756 | $228,332+118.0% | $185,823+167.9% | $158,922+213.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 17.45% | 40.80%-23.4pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,835 | $4,967-42.9% | $4,087-30.6% | $4,761-40.5% |
| Participant deferral / active EE | $13,798 | $6,415+115.1% | $5,632+145.0% | $5,982+130.6% |
| Admin fee / account holder | $970 | $11,864-91.8% | $9,500-89.8% | $11,246-91.4% |