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 | $567,222 | $214,378+164.6% | $200,582+182.8% | $142,382+298.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 47.30% | 46.41%+0.9pp | 42.33%+5.0pp | 217.08%-169.8pp |
| Employer contribution / active EE | $4,150 | $6,841-39.3% | $6,419-35.4% | $4,299-3.5% |
| Participant deferral / active EE | $8,481 | $9,865-14.0% | $9,331-9.1% | $6,507+30.3% |
| Admin fee / account holder | $32,886 | $17,692+85.9% | $16,305+101.7% | $12,624+160.5% |