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 | $597,463 | $124,281+380.7% | $109,143+447.4% | $167,490+256.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.05% | 26.04%+5.0pp | 25.75%+5.3pp | 478.56%-447.5pp |
| Employer contribution / active EE | $19,452 | $4,207+362.3% | $3,722+422.6% | $4,837+302.1% |
| Participant deferral / active EE | $34,667 | $5,255+559.7% | $4,653+645.0% | $6,341+446.7% |
| Admin fee / account holder | $6,050 | $7,970-24.1% | $6,752-10.4% | $12,309-50.8% |