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 | $209,336+95.2% | $197,124+107.3% | $137,256+197.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 62.57% | 48.09%+14.5pp | 44.34%+18.2pp | 220.34%-157.8pp |
| Employer contribution / active EE | $1,802 | $6,591-72.7% | $6,227-71.1% | $4,156-56.6% |
| Participant deferral / active EE | $6,497 | $9,614-32.4% | $9,135-28.9% | $6,407+1.4% |
| Admin fee / account holder | $65,041 | $17,308+275.8% | $16,298+299.1% | $12,270+430.1% |