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 | $553,955 | $112,729+391.4% | $98,716+461.2% | $137,256+303.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.27% | 38.48%-26.2pp | 31.81%-19.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $29,714 | $2,725+990.3% | $2,279+1204.1% | $4,156+615.0% |
| Participant deferral / active EE | $20,743 | $4,640+347.0% | $4,048+412.5% | $6,407+223.8% |
| Admin fee / account holder | $11,440 | $10,129+12.9% | $8,703+31.5% | $12,270-6.8% |