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 | $576,847 | $117,983+388.9% | $101,794+466.7% | $142,382+305.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.12% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,889 | $2,773+4.2% | $2,289+26.2% | $4,299-32.8% |
| Participant deferral / active EE | $12,650 | $4,714+168.4% | $4,084+209.7% | $6,507+94.4% |
| Admin fee / account holder | $4,779 | $10,433-54.2% | $8,777-45.5% | $12,624-62.1% |