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 | $658,595 | $228,332+188.4% | $185,823+254.4% | $158,922+314.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.55% | 40.80%-31.3pp | 35.95%-26.4pp | 302.83%-293.3pp |
| Employer contribution / active EE | $18,001 | $4,967+262.4% | $4,087+340.4% | $4,761+278.1% |
| Participant deferral / active EE | $14,354 | $6,415+123.8% | $5,632+154.9% | $5,982+139.9% |
| Admin fee / account holder | $3,399 | $11,864-71.4% | $9,500-64.2% | $11,246-69.8% |