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 | $614,850 | $239,571+156.6% | $183,328+235.4% | $137,256+348.0% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 80.0%0pp |
| Annual return | 13.62% | 35.69%-22.1pp | 29.67%-16.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,455 | $6,148-60.1% | $5,055-51.4% | $4,156-40.9% |
| Participant deferral / active EE | $4,001 | $7,995-50.0% | $6,795-41.1% | $6,407-37.5% |
| Admin fee / account holder | $33,230 | $30,059+10.6% | $21,427+55.1% | $12,270+170.8% |