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 5-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 | $515,580 | $178,174+189.4% | $156,181+230.1% | $137,256+275.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.56% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,769 | $4,972+16.0% | $4,294+34.4% | $4,156+38.8% |
| Participant deferral / active EE | $13,785 | $6,888+100.1% | $6,132+124.8% | $6,407+115.2% |
| Admin fee / account holder | $26,537 | $17,404+52.5% | $14,586+81.9% | $12,270+116.3% |