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 | $595,976 | $162,781+266.1% | $133,956+344.9% | $158,922+275.0% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 15.65% | 41.94%-26.3pp | 45.09%-29.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,895 | $4,975-21.7% | $3,919-0.6% | $4,761-18.2% |
| Participant deferral / active EE | $8,626 | $5,911+45.9% | $5,048+70.9% | $5,982+44.2% |
| Admin fee / account holder | $2,150 | $11,736-81.7% | $8,927-75.9% | $11,246-80.9% |