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 | $514,028 | $183,592+180.0% | $155,567+230.4% | $145,959+252.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.65% | 61.24%-39.6pp | 64.74%-43.1pp | 561.95%-540.3pp |
| Employer contribution / active EE | $2,373 | $5,315-55.4% | $4,674-49.2% | $4,661-49.1% |
| Participant deferral / active EE | $9,105 | $6,464+40.9% | $5,628+61.8% | $6,689+36.1% |
| Admin fee / account holder | $2,935 | $19,318-84.8% | $15,916-81.6% | $13,398-78.1% |