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 | $512,736 | $127,777+301.3% | $106,548+381.2% | $167,490+206.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.48% | 33.87%-11.4pp | 26.80%-4.3pp | 478.56%-456.1pp |
| Employer contribution / active EE | $5,326 | $3,427+55.4% | $2,819+88.9% | $4,837+10.1% |
| Participant deferral / active EE | $11,031 | $5,087+116.9% | $4,398+150.8% | $6,341+74.0% |
| Admin fee / account holder | $4,168 | $11,228-62.9% | $7,407-43.7% | $12,309-66.1% |