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 | $630,459 | $148,534+324.5% | $135,903+363.9% | $139,434+352.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.15% | 79.19%-56.0pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,788 | $5,243-46.8% | $4,856-42.6% | $4,751-41.3% |
| Participant deferral / active EE | $15,863 | $8,100+95.8% | $7,758+104.5% | $6,710+136.4% |
| Admin fee / account holder | $5,569 | $12,400-55.1% | $10,762-48.3% | $11,403-51.2% |