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 | $535,459 | $85,022+529.8% | $70,515+659.4% | $139,434+284.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.48% | 30.38%-10.9pp | 32.77%-13.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,134 | $3,909-19.8% | $2,973+5.4% | $4,751-34.0% |
| Participant deferral / active EE | $21,500 | $5,890+265.0% | $4,567+370.8% | $6,710+220.4% |
| Admin fee / account holder | $479 | $8,906-94.6% | $6,412-92.5% | $11,403-95.8% |