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 | $761,749 | $167,307+355.3% | $143,757+429.9% | $134,475+466.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 3.59% | 0.46%+3.1pp | -0.04%+3.6pp | 417.96%-414.4pp |
| Employer contribution / active EE | $4,404 | $5,619-21.6% | $4,951-11.0% | $4,740-7.1% |
| Participant deferral / active EE | $8,940 | $6,446+38.7% | $5,637+58.6% | $6,400+39.7% |
| Admin fee / account holder | $5,994 | $18,088-66.9% | $14,673-59.1% | $11,426-47.5% |