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 | $508,990 | $197,591+157.6% | $177,821+186.2% | $158,922+220.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.59% | 58.76%-46.2pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $6,134 | $6,697-8.4% | $5,918+3.6% | $4,761+28.8% |
| Participant deferral / active EE | $18,561 | $8,405+120.8% | $7,714+140.6% | $5,982+210.3% |
| Admin fee / account holder | $18,201 | $15,399+18.2% | $12,427+46.5% | $11,246+61.8% |