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 | $456,900 | $179,726+154.2% | $156,263+192.4% | $142,382+220.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.68% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,804 | $5,069+54.0% | $4,333+80.1% | $4,299+81.5% |
| Participant deferral / active EE | $17,291 | $6,956+148.6% | $6,158+180.8% | $6,507+165.7% |
| Admin fee / account holder | $1,295 | $17,272-92.5% | $14,255-90.9% | $12,624-89.7% |