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 | $627,470 | $228,332+174.8% | $185,823+237.7% | $158,922+294.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 22.04% | 40.80%-18.8pp | 35.95%-13.9pp | 302.83%-280.8pp |
| Employer contribution / active EE | $3,951 | $4,967-20.4% | $4,087-3.3% | $4,761-17.0% |
| Participant deferral / active EE | $12,052 | $6,415+87.9% | $5,632+114.0% | $5,982+101.5% |
| Admin fee / account holder | $105,747 | $11,864+791.3% | $9,500+1013.1% | $11,246+840.3% |