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 | $431,061 | $179,726+139.8% | $156,263+175.9% | $142,382+202.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 18.87% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,794 | $5,069-5.4% | $4,333+10.6% | $4,299+11.5% |
| Participant deferral / active EE | $16,483 | $6,956+137.0% | $6,158+167.7% | $6,507+153.3% |
| Admin fee / account holder | $1,106 | $17,272-93.6% | $14,255-92.2% | $12,624-91.2% |