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 | $371,238 | $77,503+379.0% | $100,391+269.8% | $80,856+359.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.02% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,570 | $2,801+170.3% | $3,942+92.0% | $2,755+174.8% |
| Participant deferral / active EE | $9,356 | $6,820+37.2% | $8,082+15.8% | $4,296+117.8% |
| Admin fee / account holder | $41,690 | $5,897+607.0% | $7,899+427.8% | $6,918+502.6% |