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 | $559,281 | $228,332+144.9% | $185,823+201.0% | $158,922+251.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.29% | 40.80%-27.5pp | 35.95%-22.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,284 | $4,967-74.1% | $4,087-68.6% | $4,761-73.0% |
| Participant deferral / active EE | $6,633 | $6,415+3.4% | $5,632+17.8% | $5,982+10.9% |
| Admin fee / account holder | $3,368 | $11,864-71.6% | $9,500-64.5% | $11,246-70.0% |