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 | $434,607 | $157,256+176.4% | $141,162+207.9% | $152,861+184.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 15.54% | 64.32%-48.8pp | 71.39%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $8,546 | $5,261+62.4% | $4,735+80.5% | $4,762+79.4% |
| Participant deferral / active EE | $4,984 | $7,109-29.9% | $6,709-25.7% | $5,850-14.8% |
| Admin fee / account holder | $1,565 | $12,120-87.1% | $10,261-84.7% | $11,596-86.5% |