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 | $423,701 | $97,125+336.2% | $86,233+391.3% | $137,256+208.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 11.14% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $644 | $2,841-77.3% | $2,504-74.3% | $4,156-84.5% |
| Participant deferral / active EE | $6,396 | $5,180+23.5% | $4,559+40.3% | $6,407-0.2% |
| Admin fee / account holder | $17,906 | $9,725+84.1% | $8,342+114.6% | $12,270+45.9% |