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 | $403,053 | $108,919+270.0% | $100,391+301.5% | $145,922+176.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.67% | 57.88%-37.2pp | 49.20%-28.5pp | 561.29%-540.6pp |
| Employer contribution / active EE | $30,274 | $4,419+585.0% | $3,942+668.0% | $4,660+549.7% |
| Participant deferral / active EE | $20,906 | $8,445+147.6% | $8,082+158.7% | $6,688+212.6% |
| Admin fee / account holder | $2,893 | $9,689-70.1% | $7,899-63.4% | $13,397-78.4% |