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 | $703,046 | $110,257+537.6% | $96,544+628.2% | $139,434+404.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.24% | 26.32%-15.1pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $5,763 | $3,620+59.2% | $2,965+94.4% | $4,751+21.3% |
| Participant deferral / active EE | $15,981 | $5,548+188.0% | $4,851+229.4% | $6,710+138.2% |
| Admin fee / account holder | $2,575 | $11,591-77.8% | $8,252-68.8% | $11,403-77.4% |