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 | $617,303 | $232,540+165.5% | $185,117+233.5% | $147,584+318.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.38% | 43.03%-28.6pp | 40.50%-26.1pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,643 | $5,195-49.1% | $4,182-36.8% | $4,876-45.8% |
| Participant deferral / active EE | $10,000 | $5,834+71.4% | $5,045+98.2% | $5,439+83.9% |
| Admin fee / account holder | $2,311 | $10,275-77.5% | $8,159-71.7% | $10,885-78.8% |