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 | $608,197 | $117,841+416.1% | $102,423+493.8% | $145,922+316.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,691 | $3,615+112.8% | $3,023+154.4% | $4,660+65.0% |
| Participant deferral / active EE | $16,798 | $5,731+193.1% | $5,053+232.4% | $6,688+151.2% |
| Admin fee / account holder | $2,934 | $13,326-78.0% | $9,451-69.0% | $13,397-78.1% |