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 | $596,702 | $124,425+379.6% | $112,040+432.6% | $137,256+334.7% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 14.62% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,325 | $3,411-2.5% | $2,954+12.6% | $4,156-20.0% |
| Participant deferral / active EE | $6,112 | $5,718+6.9% | $5,098+19.9% | $6,407-4.6% |
| Admin fee / account holder | $17,953 | $15,207+18.1% | $12,098+48.4% | $12,270+46.3% |