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 | $581,243 | $87,166+566.8% | $76,735+657.5% | $137,256+323.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.24% | 26.50%-11.3pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,055 | $2,904+5.2% | $2,454+24.5% | $4,156-26.5% |
| Participant deferral / active EE | $24,628 | $4,726+421.1% | $4,088+502.4% | $6,407+284.4% |
| Admin fee / account holder | $1,443 | $8,403-82.8% | $7,189-79.9% | $12,270-88.2% |