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 | $613,283 | $127,065+382.7% | $113,168+441.9% | $142,382+330.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.68% | 24.03%+1.6pp | 24.27%+1.4pp | 217.08%-191.4pp |
| Employer contribution / active EE | $25,096 | $3,442+629.1% | $2,975+743.5% | $4,299+483.7% |
| Participant deferral / active EE | $15,485 | $5,716+170.9% | $5,107+203.2% | $6,507+138.0% |
| Admin fee / account holder | $16,054 | $15,736+2.0% | $12,068+33.0% | $12,624+27.2% |