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 | $506,754 | $180,749+180.4% | $160,784+215.2% | $137,256+269.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.66% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $13,477 | $4,155+224.3% | $3,733+261.0% | $4,156+224.3% |
| Participant deferral / active EE | $4,518 | $6,844-34.0% | $6,293-28.2% | $6,407-29.5% |
| Admin fee / account holder | $4,131 | $10,397-60.3% | $9,717-57.5% | $12,270-66.3% |