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 | $492,942 | $149,734+229.2% | $118,925+314.5% | $158,922+210.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.02% | 19.95%-0.9pp | 35.88%-16.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $12,027 | $4,115+192.3% | $3,263+268.6% | $4,761+152.6% |
| Participant deferral / active EE | $14,259 | $5,223+173.0% | $4,265+234.3% | $5,982+138.4% |
| Admin fee / account holder | $962 | $8,603-88.8% | $6,581-85.4% | $11,246-91.4% |