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 | $535,029 | $209,336+155.6% | $197,124+171.4% | $137,256+289.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.59% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $33,191 | $6,591+403.6% | $6,227+433.0% | $4,156+698.6% |
| Participant deferral / active EE | $8,678 | $9,614-9.7% | $9,135-5.0% | $6,407+35.4% |
| Admin fee / account holder | $15,327 | $17,308-11.4% | $16,298-6.0% | $12,270+24.9% |