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 | $538,546 | $124,281+333.3% | $109,143+393.4% | $167,490+221.5% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 14.58% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $24,807 | $4,207+489.6% | $3,722+566.5% | $4,837+412.8% |
| Participant deferral / active EE | $19,278 | $5,255+266.8% | $4,653+314.3% | $6,341+204.0% |
| Admin fee / account holder | $6,255 | $7,970-21.5% | $6,752-7.4% | $12,309-49.2% |