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 | $588,482 | $110,257+433.7% | $96,544+509.6% | $139,434+322.1% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 15.53% | 26.32%-10.8pp | 25.84%-10.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $10,617 | $3,620+193.3% | $2,965+258.1% | $4,751+123.5% |
| Participant deferral / active EE | $11,665 | $5,548+110.3% | $4,851+140.5% | $6,710+73.8% |
| Admin fee / account holder | $983 | $11,591-91.5% | $8,252-88.1% | $11,403-91.4% |