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 | $484,118 | $176,812+173.8% | $146,665+230.1% | $167,490+189.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.64% | 24.03%-13.4pp | 22.74%-12.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,985 | $5,160-3.4% | $4,136+20.5% | $4,837+3.1% |
| Participant deferral / active EE | $4,675 | $6,440-27.4% | $5,506-15.1% | $6,341-26.3% |
| Admin fee / account holder | $12,910 | $13,259-2.6% | $10,280+25.6% | $12,309+4.9% |