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 | $509,819 | $117,983+332.1% | $101,794+400.8% | $142,382+258.1% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 19.39% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,484 | $2,773+97.8% | $2,289+139.6% | $4,299+27.6% |
| Participant deferral / active EE | $21,924 | $4,714+365.1% | $4,084+436.8% | $6,507+236.9% |
| Admin fee / account holder | $8,923 | $10,433-14.5% | $8,777+1.7% | $12,624-29.3% |