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 | $593,727 | $90,503+556.0% | $78,689+654.5% | $273,961+116.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.22% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,000 | $3,176+57.4% | $2,851+75.4% | $4,869+2.7% |
| Participant deferral / active EE | $13,968 | $3,901+258.0% | $3,517+297.2% | $5,287+164.2% |
| Admin fee / account holder | $7,273 | $5,263+38.2% | $4,510+61.2% | $10,132-28.2% |