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 | $390,702 | $165,335+136.3% | $149,696+161.0% | $158,922+145.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.46% | 348.15%-311.7pp | 276.60%-240.1pp | 302.83%-266.4pp |
| Employer contribution / active EE | $1,358 | $5,103-73.4% | $4,644-70.8% | $4,761-71.5% |
| Participant deferral / active EE | $5,881 | $7,181-18.1% | $6,842-14.0% | $5,982-1.7% |
| Admin fee / account holder | $1,995 | $10,807-81.5% | $9,309-78.6% | $11,246-82.3% |