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 | $575,206 | $227,553+152.8% | $189,557+203.4% | $167,490+243.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 26.00% | 78.40%-52.4pp | 64.17%-38.2pp | 478.56%-452.6pp |
| Employer contribution / active EE | $1,830 | $5,316-65.6% | $4,412-58.5% | $4,837-62.2% |
| Participant deferral / active EE | $7,480 | $7,002+6.8% | $6,174+21.2% | $6,341+18.0% |
| Admin fee / account holder | $10,952 | $11,878-7.8% | $9,807+11.7% | $12,309-11.0% |