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 | $454,985 | $210,408+116.2% | $153,485+196.4% | $145,922+211.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.56% | 13.37%-1.8pp | 15.65%-4.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,381 | $6,048-11.0% | $5,039+6.8% | $4,660+15.5% |
| Participant deferral / active EE | $13,373 | $7,975+67.7% | $6,757+97.9% | $6,688+100.0% |
| Admin fee / account holder | $19,951 | $19,419+2.7% | $12,724+56.8% | $13,397+48.9% |