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 | $392,754 | $51,175+667.5% | $70,515+457.0% | $75,163+422.5% |
| Participation rate | 97.3% | 60.9%+36.4pp | 68.3%+28.9pp | 67.2%+30.1pp |
| Annual return | 19.23% | 30.02%-10.8pp | 32.77%-13.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $54,740 | $1,826+2897.6% | $2,973+1741.0% | $2,670+1950.3% |
| Participant deferral / active EE | $18,505 | $2,849+549.5% | $4,567+305.2% | $4,125+348.6% |
| Admin fee / account holder | $11,581 | $4,091+183.1% | $6,412+80.6% | $5,651+104.9% |