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 | $775,625 | $209,336+270.5% | $197,124+293.5% | $137,256+465.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.88% | 48.09%-36.2pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $12,115 | $6,591+83.8% | $6,227+94.5% | $4,156+191.5% |
| Participant deferral / active EE | $30,360 | $9,614+215.8% | $9,135+232.4% | $6,407+373.9% |
| Admin fee / account holder | $31,951 | $17,308+84.6% | $16,298+96.0% | $12,270+160.4% |