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 | $1,304,394 | $183,519+610.8% | $155,509+738.8% | $145,922+793.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 23.59% | 61.17%-37.6pp | 64.67%-41.1pp | 561.29%-537.7pp |
| Employer contribution / active EE | $7,023 | $5,313+32.2% | $4,672+50.3% | $4,660+50.7% |
| Participant deferral / active EE | $6,787 | $6,462+5.0% | $5,626+20.6% | $6,688+1.5% |
| Admin fee / account holder | $41,748 | $19,313+116.2% | $15,912+162.4% | $13,397+211.6% |