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 | $540,294 | $165,335+226.8% | $149,696+260.9% | $158,922+240.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.46% | 348.15%-332.7pp | 276.60%-261.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,576 | $5,103-29.9% | $4,644-23.0% | $4,761-24.9% |
| Participant deferral / active EE | $11,917 | $7,181+65.9% | $6,842+74.2% | $5,982+99.2% |
| Admin fee / account holder | $4,474 | $10,807-58.6% | $9,309-51.9% | $11,246-60.2% |