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 | $599,464 | $127,065+371.8% | $113,168+429.7% | $142,382+321.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 14.26% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,186 | $3,442+21.6% | $2,975+40.7% | $4,299-2.6% |
| Participant deferral / active EE | $15,367 | $5,716+168.8% | $5,107+200.9% | $6,507+136.1% |
| Admin fee / account holder | $11,615 | $15,736-26.2% | $12,068-3.7% | $12,624-8.0% |