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 | $542,667 | $107,334+405.6% | $92,893+484.2% | $152,861+255.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 23.65% | 145.58%-121.9pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $8,587 | $4,221+103.4% | $3,653+135.1% | $4,762+80.3% |
| Participant deferral / active EE | $9,634 | $4,845+98.8% | $4,236+127.4% | $5,850+64.7% |
| Admin fee / account holder | $3,154 | $7,079-55.5% | $5,794-45.6% | $11,596-72.8% |