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 | $488,144 | $148,534+228.6% | $135,903+259.2% | $139,434+250.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.28% | 79.19%-46.9pp | 68.23%-35.9pp | 372.94%-340.7pp |
| Employer contribution / active EE | $3,460 | $5,243-34.0% | $4,856-28.8% | $4,751-27.2% |
| Participant deferral / active EE | $12,588 | $8,100+55.4% | $7,758+62.3% | $6,710+87.6% |
| Admin fee / account holder | $1,213 | $12,400-90.2% | $10,762-88.7% | $11,403-89.4% |