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 | $704,617 | $209,411+236.5% | $178,490+294.8% | $158,922+343.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 17.99% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $9,599 | $5,706+68.2% | $5,011+91.6% | $4,761+101.6% |
| Participant deferral / active EE | $6,051 | $5,954+1.6% | $5,202+16.3% | $5,982+1.2% |
| Admin fee / account holder | $12,245 | $17,074-28.3% | $13,984-12.4% | $11,246+8.9% |