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 | $739,133 | $197,591+274.1% | $177,821+315.7% | $158,922+365.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.49% | 58.76%-39.3pp | 48.32%-28.8pp | 302.83%-283.3pp |
| Employer contribution / active EE | $25,574 | $6,697+281.8% | $5,918+332.1% | $4,761+437.1% |
| Participant deferral / active EE | $15,430 | $8,405+83.6% | $7,714+100.0% | $5,982+157.9% |
| Admin fee / account holder | $1,972 | $15,399-87.2% | $12,427-84.1% | $11,246-82.5% |