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 | $409,481 | $100,970+305.5% | $96,576+324.0% | $137,256+198.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.79% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,665 | $3,809+22.5% | $3,553+31.3% | $4,156+12.2% |
| Participant deferral / active EE | $20,900 | $8,286+152.2% | $7,956+162.7% | $6,407+226.2% |
| Admin fee / account holder | $17,040 | $11,312+50.6% | $11,381+49.7% | $12,270+38.9% |