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 | $827,185 | $178,174+364.3% | $156,181+429.6% | $137,256+502.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 15.51% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,734 | $4,972+15.3% | $4,294+33.5% | $4,156+38.0% |
| Participant deferral / active EE | $11,468 | $6,888+66.5% | $6,132+87.0% | $6,407+79.0% |
| Admin fee / account holder | $585 | $17,404-96.6% | $14,586-96.0% | $12,270-95.2% |