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 | $519,561 | $99,877+420.2% | $84,966+511.5% | $145,922+256.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.27% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,133 | $3,231-3.1% | $2,727+14.9% | $4,660-32.8% |
| Participant deferral / active EE | $2,706 | $5,291-48.9% | $4,519-40.1% | $6,688-59.5% |
| Admin fee / account holder | $18,847 | $7,248+160.0% | $6,149+206.5% | $13,397+40.7% |