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 5-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 | $577,707 | $154,228+274.6% | $145,433+297.2% | $137,256+320.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.19% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,669 | $4,804-44.4% | $4,554-41.4% | $4,156-35.8% |
| Participant deferral / active EE | $8,043 | $8,216-2.1% | $7,897+1.8% | $6,407+25.5% |
| Admin fee / account holder | $4,886 | $14,344-65.9% | $13,129-62.8% | $12,270-60.2% |