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 | $806,611 | $104,974+668.4% | $95,585+743.9% | $142,382+466.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.39% | 210.33%-194.9pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $14,402 | $2,779+418.3% | $2,527+470.0% | $4,299+235.0% |
| Participant deferral / active EE | $13,605 | $4,352+212.6% | $4,023+238.2% | $6,507+109.1% |
| Admin fee / account holder | $1,867 | $6,386-70.8% | $6,127-69.5% | $12,624-85.2% |