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 | $495,854 | $117,381+322.4% | $99,443+398.6% | $152,861+224.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.56% | 31.87%-9.3pp | 30.72%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,928 | $3,013+30.4% | $2,540+54.7% | $4,762-17.5% |
| Participant deferral / active EE | $14,972 | $4,086+266.4% | $3,619+313.7% | $5,850+155.9% |
| Admin fee / account holder | $3,111 | $7,631-59.2% | $6,250-50.2% | $11,596-73.2% |