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 | $438,625 | $107,334+308.7% | $92,893+372.2% | $152,861+186.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.40% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,476 | $4,221+6.0% | $3,653+22.5% | $4,762-6.0% |
| Participant deferral / active EE | $8,653 | $4,845+78.6% | $4,236+104.3% | $5,850+47.9% |
| Admin fee / account holder | $15,743 | $7,079+122.4% | $5,794+171.7% | $11,596+35.8% |