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 | $653,952 | $99,918+554.5% | $81,382+703.6% | $145,922+348.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 34.32%-22.4pp | 24.73%-12.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $43,059 | $2,978+1346.1% | $2,463+1648.4% | $4,660+824.1% |
| Participant deferral / active EE | $44,720 | $4,605+871.1% | $3,883+1051.7% | $6,688+568.7% |
| Admin fee / account holder | $2,840 | $8,212-65.4% | $5,768-50.8% | $13,397-78.8% |