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 | $542,718 | $121,625+346.2% | $104,607+418.8% | $158,922+241.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.75% | 465.26%-445.5pp | 340.46%-320.7pp | 302.83%-283.1pp |
| Employer contribution / active EE | $23,535 | $3,163+644.1% | $2,681+778.0% | $4,761+394.3% |
| Participant deferral / active EE | $9,856 | $4,177+135.9% | $3,740+163.6% | $5,982+64.8% |
| Admin fee / account holder | $3,557 | $7,787-54.3% | $6,473-45.1% | $11,246-68.4% |