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 | $559,785 | $106,584+425.2% | $101,326+452.5% | $142,382+293.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.44% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,670 | $3,956+18.1% | $3,665+27.4% | $4,299+8.6% |
| Participant deferral / active EE | $21,530 | $8,297+159.5% | $7,994+169.3% | $6,507+230.9% |
| Admin fee / account holder | $10,876 | $11,446-5.0% | $11,185-2.8% | $12,624-13.8% |