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 | $764,136 | $201,272+279.7% | $184,203+314.8% | $145,922+423.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.29% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $4,341 | $7,022-38.2% | $6,427-32.5% | $4,660-6.8% |
| Participant deferral / active EE | $14,151 | $9,806+44.3% | $9,131+55.0% | $6,688+111.6% |
| Admin fee / account holder | $705 | $16,364-95.7% | $13,901-94.9% | $13,397-94.7% |