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 | $509,879 | $124,425+309.8% | $112,040+355.1% | $137,256+271.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.10% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,009 | $3,411+134.8% | $2,954+171.1% | $4,156+92.7% |
| Participant deferral / active EE | $14,924 | $5,718+161.0% | $5,098+192.8% | $6,407+132.9% |
| Admin fee / account holder | $6,563 | $15,207-56.8% | $12,098-45.8% | $12,270-46.5% |