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 | $457,544 | $117,841+288.3% | $102,423+346.7% | $145,922+213.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.84% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,166 | $3,615-12.4% | $3,023+4.7% | $4,660-32.1% |
| Participant deferral / active EE | $18,900 | $5,731+229.8% | $5,053+274.1% | $6,688+182.6% |
| Admin fee / account holder | $38,676 | $13,326+190.2% | $9,451+309.2% | $13,397+188.7% |