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 | $556,882 | $118,680+369.2% | $98,907+463.0% | $158,922+250.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.35% | 372.35%-359.0pp | 196.43%-183.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $37,221 | $3,333+1016.8% | $2,689+1284.3% | $4,761+681.8% |
| Participant deferral / active EE | $18,213 | $5,088+258.0% | $4,244+329.1% | $5,982+204.5% |
| Admin fee / account holder | $1,162 | $10,131-88.5% | $6,642-82.5% | $11,246-89.7% |