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 | $758,483 | $214,378+253.8% | $200,582+278.1% | $142,382+432.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.74% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,417 | $6,841-20.8% | $6,419-15.6% | $4,299+26.0% |
| Participant deferral / active EE | $5,041 | $9,865-48.9% | $9,331-46.0% | $6,507-22.5% |
| Admin fee / account holder | $6,798 | $17,692-61.6% | $16,305-58.3% | $12,624-46.2% |