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 | $567,481 | $117,841+381.6% | $102,423+454.1% | $145,922+288.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.97% | 31.65%-9.7pp | 29.32%-7.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,097 | $3,615-42.0% | $3,023-30.6% | $4,660-55.0% |
| Participant deferral / active EE | $6,838 | $5,731+19.3% | $5,053+35.3% | $6,688+2.2% |
| Admin fee / account holder | $4,794 | $13,326-64.0% | $9,451-49.3% | $13,397-64.2% |