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 7-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 | $408,658 | $214,378+90.6% | $200,582+103.7% | $142,382+187.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 62.57% | 46.41%+16.2pp | 42.33%+20.2pp | 217.08%-154.5pp |
| Employer contribution / active EE | $1,802 | $6,841-73.7% | $6,419-71.9% | $4,299-58.1% |
| Participant deferral / active EE | $6,497 | $9,865-34.1% | $9,331-30.4% | $6,507-0.2% |
| Admin fee / account holder | $65,041 | $17,692+267.6% | $16,305+298.9% | $12,624+415.2% |