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 | $405,743 | $165,335+145.4% | $149,696+171.0% | $158,922+155.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 21.09% | 348.15%-327.1pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $14,924 | $5,103+192.5% | $4,644+221.3% | $4,761+213.5% |
| Participant deferral / active EE | $9,601 | $7,181+33.7% | $6,842+40.3% | $5,982+60.5% |
| Admin fee / account holder | $5,294 | $10,807-51.0% | $9,309-43.1% | $11,246-52.9% |