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 | $522,233 | $209,336+149.5% | $197,124+164.9% | $137,256+280.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.01% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,835 | $6,591-26.6% | $6,227-22.4% | $4,156+16.3% |
| Participant deferral / active EE | $24,953 | $9,614+159.5% | $9,135+173.2% | $6,407+289.5% |
| Admin fee / account holder | $6,605 | $17,308-61.8% | $16,298-59.5% | $12,270-46.2% |