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 | $179,726+360.2% | $156,263+429.4% | $142,382+481.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 15.51% | 77.86%-62.3pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,734 | $5,069+13.1% | $4,333+32.3% | $4,299+33.4% |
| Participant deferral / active EE | $11,468 | $6,956+64.9% | $6,158+86.2% | $6,507+76.2% |
| Admin fee / account holder | $585 | $17,272-96.6% | $14,255-95.9% | $12,624-95.4% |