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 | $420,713 | $124,281+238.5% | $109,143+285.5% | $167,490+151.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 25.45% | 26.04%-0.6pp | 25.75%-0.3pp | 478.56%-453.1pp |
| Employer contribution / active EE | $10,839 | $4,207+157.6% | $3,722+191.2% | $4,837+124.1% |
| Participant deferral / active EE | $5,959 | $5,255+13.4% | $4,653+28.1% | $6,341-6.0% |
| Admin fee / account holder | $17,406 | $7,970+118.4% | $6,752+157.8% | $12,309+41.4% |