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 | $359,297 | $217,402+65.3% | $185,823+93.4% | $167,490+114.5% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 11.07% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,696 | $5,873-37.1% | $5,167-28.5% | $4,837-23.6% |
| Participant deferral / active EE | $10,811 | $6,356+70.1% | $5,568+94.2% | $6,341+70.5% |
| Admin fee / account holder | $4,694 | $19,811-76.3% | $16,237-71.1% | $12,309-61.9% |