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 | $838,462 | $161,352+419.6% | $134,172+524.9% | $137,256+510.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.82% | 28.72%-14.9pp | 25.30%-11.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $20,282 | $4,099+394.8% | $3,420+493.1% | $4,156+388.0% |
| Participant deferral / active EE | $34,884 | $5,552+528.3% | $4,690+643.7% | $6,407+444.5% |
| Admin fee / account holder | $7,788 | $15,028-48.2% | $12,016-35.2% | $12,270-36.5% |