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 | $568,427 | $176,812+221.5% | $146,665+287.6% | $167,490+239.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.88% | 24.03%-10.2pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $5,147 | $5,160-0.3% | $4,136+24.4% | $4,837+6.4% |
| Participant deferral / active EE | $14,245 | $6,440+121.2% | $5,506+158.7% | $6,341+124.6% |
| Admin fee / account holder | $75,769 | $13,259+471.4% | $10,280+637.1% | $12,309+515.6% |