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 | $903,351 | $176,812+410.9% | $146,665+515.9% | $167,490+439.3% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 26.36% | 24.03%+2.3pp | 22.74%+3.6pp | 478.56%-452.2pp |
| Employer contribution / active EE | $7,158 | $5,160+38.7% | $4,136+73.1% | $4,837+48.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $14,245 | $13,259+7.4% | $10,280+38.6% | $12,309+15.7% |