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 | $528,244 | $148,534+255.6% | $135,903+288.7% | $139,434+278.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 27.50% | 79.19%-51.7pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $8,938 | $5,243+70.5% | $4,856+84.1% | $4,751+88.1% |
| Participant deferral / active EE | $9,395 | $8,100+16.0% | $7,758+21.1% | $6,710+40.0% |
| Admin fee / account holder | $2,310 | $12,400-81.4% | $10,762-78.5% | $11,403-79.7% |