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 | $576,427 | $106,584+440.8% | $101,326+468.9% | $142,382+304.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.66% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,124 | $3,956-46.3% | $3,665-42.1% | $4,299-50.6% |
| Participant deferral / active EE | $8,229 | $8,297-0.8% | $7,994+2.9% | $6,507+26.5% |
| Admin fee / account holder | $5,679 | $11,446-50.4% | $11,185-49.2% | $12,624-55.0% |