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 | $528,966 | $176,377+199.9% | $134,143+294.3% | $158,922+232.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.16% | 63.63%-59.5pp | 36.33%-32.2pp | 302.83%-298.7pp |
| Employer contribution / active EE | $3,884 | $5,040-22.9% | $3,704+4.9% | $4,761-18.4% |
| Participant deferral / active EE | $18,787 | $4,091+359.2% | $3,499+437.0% | $5,982+214.1% |
| Admin fee / account holder | $24,711 | $8,718+183.5% | $6,684+269.7% | $11,246+119.7% |