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 3-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 | $449,146 | $110,257+307.4% | $96,544+365.2% | $139,434+222.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.51% | 26.32%+3.2pp | 25.84%+3.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $4,295 | $3,620+18.7% | $2,965+44.9% | $4,751-9.6% |
| Participant deferral / active EE | $8,839 | $5,548+59.3% | $4,851+82.2% | $6,710+31.7% |
| Admin fee / account holder | $10,300 | $11,591-11.1% | $8,252+24.8% | $11,403-9.7% |