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 | $415,060 | $165,335+151.0% | $149,696+177.3% | $158,922+161.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.28% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $5,392 | $5,103+5.7% | $4,644+16.1% | $4,761+13.2% |
| Participant deferral / active EE | $12,632 | $7,181+75.9% | $6,842+84.6% | $5,982+111.2% |
| Admin fee / account holder | $2,642 | $10,807-75.6% | $9,309-71.6% | $11,246-76.5% |