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 | $472,978 | $217,402+117.6% | $185,823+154.5% | $167,490+182.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.48% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,647 | $5,873-72.0% | $5,167-68.1% | $4,837-66.0% |
| Participant deferral / active EE | $4,203 | $6,356-33.9% | $5,568-24.5% | $6,341-33.7% |
| Admin fee / account holder | $237,746 | $19,811+1100.1% | $16,237+1364.2% | $12,309+1831.5% |