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 | $568,032 | $107,334+429.2% | $92,893+511.5% | $152,861+271.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.93% | 145.58%-126.6pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $6,430 | $4,221+52.3% | $3,653+76.0% | $4,762+35.0% |
| Participant deferral / active EE | $17,514 | $4,845+261.5% | $4,236+313.4% | $5,850+199.4% |
| Admin fee / account holder | $3,502 | $7,079-50.5% | $5,794-39.6% | $11,596-69.8% |