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 | $422,974 | $103,376+309.2% | $87,100+385.6% | $152,861+176.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.12% | 28.10%-17.0pp | 28.19%-17.1pp | 345.32%-334.2pp |
| Employer contribution / active EE | $3,606 | $3,220+12.0% | $2,521+43.0% | $4,762-24.3% |
| Participant deferral / active EE | $11,622 | $4,778+143.3% | $4,049+187.1% | $5,850+98.7% |
| Admin fee / account holder | $13,960 | $12,205+14.4% | $7,497+86.2% | $11,596+20.4% |