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 | $559,837 | $115,770+383.6% | $101,248+452.9% | $158,922+252.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.20% | 56.14%-26.9pp | 46.47%-17.3pp | 302.83%-273.6pp |
| Employer contribution / active EE | $4,089 | $4,175-2.1% | $3,660+11.7% | $4,761-14.1% |
| Participant deferral / active EE | $13,625 | $4,957+174.8% | $4,370+211.8% | $5,982+127.8% |
| Admin fee / account holder | $2,234 | $7,245-69.2% | $5,945-62.4% | $11,246-80.1% |