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 | $571,168 | $117,983+384.1% | $101,794+461.1% | $142,382+301.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.81% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,903 | $2,773+4.7% | $2,289+26.8% | $4,299-32.5% |
| Participant deferral / active EE | $5,778 | $4,714+22.6% | $4,084+41.5% | $6,507-11.2% |
| Admin fee / account holder | $2,209 | $10,433-78.8% | $8,777-74.8% | $12,624-82.5% |