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 | $603,106 | $214,378+181.3% | $200,582+200.7% | $142,382+323.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.31% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $14,092 | $6,841+106.0% | $6,419+119.5% | $4,299+227.8% |
| Participant deferral / active EE | $26,725 | $9,865+170.9% | $9,331+186.4% | $6,507+310.7% |
| Admin fee / account holder | $1,393 | $17,692-92.1% | $16,305-91.5% | $12,624-89.0% |