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 | $748,558 | $88,751+743.4% | $81,812+815.0% | $145,922+413.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $969 | $3,083-68.6% | $2,912-66.7% | $4,660-79.2% |
| Participant deferral / active EE | $7,371 | $4,643+58.7% | $4,319+70.7% | $6,688+10.2% |
| Admin fee / account holder | $2,754 | $8,415-67.3% | $7,386-62.7% | $13,397-79.4% |