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 6-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 | $744,703 | $209,411+255.6% | $178,490+317.2% | $158,922+368.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.38% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,709 | $5,706-52.5% | $5,011-45.9% | $4,761-43.1% |
| Participant deferral / active EE | $2,438 | $5,954-59.1% | $5,202-53.1% | $5,982-59.3% |
| Admin fee / account holder | $1,771 | $17,074-89.6% | $13,984-87.3% | $11,246-84.3% |