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 | $666,028 | $101,618+555.4% | $93,063+615.7% | $137,256+385.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.23% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $33,119 | $2,707+1123.4% | $2,476+1237.6% | $4,156+696.9% |
| Participant deferral / active EE | $25,555 | $4,279+497.2% | $3,958+545.6% | $6,407+298.9% |
| Admin fee / account holder | $4,208 | $6,198-32.1% | $6,033-30.2% | $12,270-65.7% |