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 | $618,997 | $148,534+316.7% | $135,903+355.5% | $139,434+343.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.82% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,134 | $5,243-78.4% | $4,856-76.7% | $4,751-76.1% |
| Participant deferral / active EE | $14,279 | $8,100+76.3% | $7,758+84.1% | $6,710+112.8% |
| Admin fee / account holder | $22,929 | $12,400+84.9% | $10,762+113.1% | $11,403+101.1% |