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 | $725,752 | $116,175+524.7% | $93,606+675.3% | $152,861+374.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 37.86% | 35.96%+1.9pp | 32.76%+5.1pp | 345.32%-307.5pp |
| Employer contribution / active EE | $4,275 | $3,218+32.9% | $2,718+57.3% | $4,762-10.2% |
| Participant deferral / active EE | $3,699 | $4,603-19.6% | $4,069-9.1% | $5,850-36.8% |
| Admin fee / account holder | $22,219 | $10,748+106.7% | $7,888+181.7% | $11,596+91.6% |