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 | $456,127 | $214,378+112.8% | $200,582+127.4% | $142,382+220.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.57% | 46.41%-33.8pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,640 | $6,841+40.9% | $6,419+50.2% | $4,299+124.2% |
| Participant deferral / active EE | $9,792 | $9,865-0.7% | $9,331+4.9% | $6,507+50.5% |
| Admin fee / account holder | $11,117 | $17,692-37.2% | $16,305-31.8% | $12,624-11.9% |