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 | $449,595 | $209,411+114.7% | $178,490+151.9% | $158,922+182.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.58% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,702 | $5,706-52.6% | $5,011-46.1% | $4,761-43.2% |
| Participant deferral / active EE | $10,335 | $5,954+73.6% | $5,202+98.7% | $5,982+72.8% |
| Admin fee / account holder | $17,308 | $17,074+1.4% | $13,984+23.8% | $11,246+53.9% |