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 | $393,161 | $217,402+80.8% | $185,823+111.6% | $167,490+134.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.72% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,629 | $5,873-55.2% | $5,167-49.1% | $4,837-45.7% |
| Participant deferral / active EE | $7,756 | $6,356+22.0% | $5,568+39.3% | $6,341+22.3% |
| Admin fee / account holder | $26,737 | $19,811+35.0% | $16,237+64.7% | $12,309+117.2% |