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 | $472,119 | $154,228+206.1% | $145,433+224.6% | $137,256+244.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.63% | 74.59%-59.0pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,710 | $4,804-22.8% | $4,554-18.5% | $4,156-10.7% |
| Participant deferral / active EE | $16,402 | $8,216+99.6% | $7,897+107.7% | $6,407+156.0% |
| Admin fee / account holder | $2,907 | $14,344-79.7% | $13,129-77.9% | $12,270-76.3% |