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 | $757,724 | $167,484+352.4% | $151,611+399.8% | $134,475+463.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -12.87% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $11,384 | $6,829+66.7% | $6,166+84.6% | $4,740+140.2% |
| Participant deferral / active EE | $11,499 | $8,986+28.0% | $8,363+37.5% | $6,400+79.7% |
| Admin fee / account holder | $44,881 | $13,783+225.6% | $11,616+286.4% | $11,426+292.8% |