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 | $480,533 | $214,378+124.2% | $200,582+139.6% | $142,382+237.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.76% | 46.41%-24.6pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,644 | $6,841-17.5% | $6,419-12.1% | $4,299+31.3% |
| Participant deferral / active EE | $19,519 | $9,865+97.9% | $9,331+109.2% | $6,507+200.0% |
| Admin fee / account holder | $20,255 | $17,692+14.5% | $16,305+24.2% | $12,624+60.5% |