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 3-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 | $551,929 | $214,378+157.5% | $200,582+175.2% | $142,382+287.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 17.05% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $11,630 | $6,841+70.0% | $6,419+81.2% | $4,299+170.5% |
| Participant deferral / active EE | $12,737 | $9,865+29.1% | $9,331+36.5% | $6,507+95.7% |
| Admin fee / account holder | $3,611 | $17,692-79.6% | $16,305-77.9% | $12,624-71.4% |