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 | $569,545 | $185,822+206.5% | $169,993+235.0% | $139,434+308.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.75% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,675 | $7,590-25.2% | $6,785-16.4% | $4,751+19.5% |
| Participant deferral / active EE | $17,500 | $11,622+50.6% | $10,408+68.1% | $6,710+160.8% |
| Admin fee / account holder | $2,221 | $15,381-85.6% | $12,815-82.7% | $11,403-80.5% |