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 | $576,118 | $117,983+388.3% | $101,794+466.0% | $142,382+304.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 14.33% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,686 | $2,773+105.1% | $2,289+148.4% | $4,299+32.3% |
| Participant deferral / active EE | $14,384 | $4,714+205.2% | $4,084+252.2% | $6,507+121.0% |
| Admin fee / account holder | $3,596 | $10,433-65.5% | $8,777-59.0% | $12,624-71.5% |