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 | $513,612 | $197,591+159.9% | $177,821+188.8% | $158,922+223.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.33% | 58.76%-36.4pp | 48.32%-26.0pp | 302.83%-280.5pp |
| Employer contribution / active EE | $4,886 | $6,697-27.0% | $5,918-17.4% | $4,761+2.6% |
| Participant deferral / active EE | $8,966 | $8,405+6.7% | $7,714+16.2% | $5,982+49.9% |
| Admin fee / account holder | $6,675 | $15,399-56.7% | $12,427-46.3% | $11,246-40.6% |