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 | $475,404 | $117,841+303.4% | $102,423+364.2% | $145,922+225.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 17.57% | 31.65%-14.1pp | 29.32%-11.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $14,888 | $3,615+311.9% | $3,023+392.4% | $4,660+219.5% |
| Participant deferral / active EE | $4,789 | $5,731-16.4% | $5,053-5.2% | $6,688-28.4% |
| Admin fee / account holder | $439 | $13,326-96.7% | $9,451-95.4% | $13,397-96.7% |