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 | $590,633 | $95,266+520.0% | $82,389+616.9% | $142,382+314.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.16% | 25.74%-8.6pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,086 | $2,991+36.6% | $2,517+62.3% | $4,299-5.0% |
| Participant deferral / active EE | $22,091 | $4,809+359.4% | $4,155+431.7% | $6,507+239.5% |
| Admin fee / account holder | $10,412 | $8,563+21.6% | $7,231+44.0% | $12,624-17.5% |