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 | $649,103 | $118,680+446.9% | $98,907+556.3% | $158,922+308.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.22% | 372.35%-354.1pp | 196.43%-178.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,560 | $3,333-53.2% | $2,689-42.0% | $4,761-67.2% |
| Participant deferral / active EE | $8,516 | $5,088+67.4% | $4,244+100.6% | $5,982+42.4% |
| Admin fee / account holder | $53,110 | $10,131+424.2% | $6,642+699.7% | $11,246+372.3% |