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 | $521,772 | $217,402+140.0% | $185,823+180.8% | $167,490+211.5% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 14.58% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $7,646 | $5,873+30.2% | $5,167+48.0% | $4,837+58.1% |
| Participant deferral / active EE | $3,179 | $6,356-50.0% | $5,568-42.9% | $6,341-49.9% |
| Admin fee / account holder | $1,810 | $19,811-90.9% | $16,237-88.9% | $12,309-85.3% |