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 | $720,434 | $177,572+305.7% | $154,803+365.4% | $142,382+406.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.33% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,205 | $4,810-12.6% | $4,305-2.3% | $4,299-2.2% |
| Participant deferral / active EE | $17,717 | $6,272+182.5% | $5,540+219.8% | $6,507+172.3% |
| Admin fee / account holder | $5,115 | $16,786-69.5% | $14,329-64.3% | $12,624-59.5% |