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 | $509,019 | $228,332+122.9% | $185,823+173.9% | $158,922+220.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.23% | 40.80%-29.6pp | 35.95%-24.7pp | 302.83%-291.6pp |
| Employer contribution / active EE | $5,548 | $4,967+11.7% | $4,087+35.7% | $4,761+16.5% |
| Participant deferral / active EE | $8,262 | $6,415+28.8% | $5,632+46.7% | $5,982+38.1% |
| Admin fee / account holder | $34,858 | $11,864+193.8% | $9,500+266.9% | $11,246+210.0% |