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 | $743,003 | $107,452+591.5% | $91,541+711.7% | $142,382+421.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.97% | 22.06%-3.1pp | 20.50%-1.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,172 | $2,994+172.9% | $2,505+226.3% | $4,299+90.1% |
| Participant deferral / active EE | $11,333 | $4,754+138.4% | $4,008+182.8% | $6,507+74.2% |
| Admin fee / account holder | $916 | $8,834-89.6% | $6,956-86.8% | $12,624-92.7% |