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 7-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 | $491,496 | $111,754+339.8% | $103,333+375.6% | $145,922+236.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.68% | 24.77%+5.9pp | 24.88%+5.8pp | 561.29%-530.6pp |
| Employer contribution / active EE | $4,254 | $4,212+1.0% | $3,868+10.0% | $4,660-8.7% |
| Participant deferral / active EE | $16,850 | $5,619+199.9% | $5,057+233.2% | $6,688+152.0% |
| Admin fee / account holder | $2,495 | $9,750-74.4% | $8,355-70.1% | $13,397-81.4% |