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 | $477,778 | $209,411+128.2% | $178,490+167.7% | $158,922+200.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.25% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $14,407 | $5,706+152.5% | $5,011+187.5% | $4,761+202.6% |
| Participant deferral / active EE | $12,822 | $5,954+115.3% | $5,202+146.5% | $5,982+114.3% |
| Admin fee / account holder | $3,314 | $17,074-80.6% | $13,984-76.3% | $11,246-70.5% |