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 | $483,167 | $209,832+130.3% | $189,513+155.0% | $167,490+188.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 24.11% | 748.27%-724.2pp | 555.15%-531.0pp | 478.56%-454.5pp |
| Employer contribution / active EE | $3,495 | $6,914-49.5% | $6,162-43.3% | $4,837-27.8% |
| Participant deferral / active EE | $8,285 | $8,935-7.3% | $8,221+0.8% | $6,341+30.6% |
| Admin fee / account holder | $4,033 | $14,293-71.8% | $12,045-66.5% | $12,309-67.2% |