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 | $597,653 | $104,251+473.3% | $91,001+556.8% | $147,584+305.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.37% | 27.06%-14.7pp | 4.60%+7.8pp | 578.55%-566.2pp |
| Employer contribution / active EE | $16,368 | $3,116+425.3% | $2,456+566.6% | $4,876+235.7% |
| Participant deferral / active EE | $7,505 | $4,195+78.9% | $3,547+111.5% | $5,439+38.0% |
| Admin fee / account holder | $1,664 | $8,948-81.4% | $5,417-69.3% | $10,885-84.7% |