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 | $624,992 | $227,553+174.7% | $189,557+229.7% | $167,490+273.2% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 16.98% | 78.40%-61.4pp | 64.17%-47.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $22,609 | $5,316+325.3% | $4,412+412.4% | $4,837+367.4% |
| Participant deferral / active EE | $14,008 | $7,002+100.1% | $6,174+126.9% | $6,341+120.9% |
| Admin fee / account holder | $1,263 | $11,878-89.4% | $9,807-87.1% | $12,309-89.7% |