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 | $555,984 | $118,680+368.5% | $98,907+462.1% | $158,922+249.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.46% | 372.35%-362.9pp | 196.43%-187.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $14,439 | $3,333+333.2% | $2,689+437.0% | $4,761+203.3% |
| Participant deferral / active EE | $10,233 | $5,088+101.1% | $4,244+141.1% | $5,982+71.1% |
| Admin fee / account holder | $4,594 | $10,131-54.7% | $6,642-30.8% | $11,246-59.2% |