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 | $179,726+186.9% | $156,263+229.9% | $142,382+262.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.56% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,769 | $5,069+13.8% | $4,333+33.1% | $4,299+34.2% |
| Participant deferral / active EE | $13,785 | $6,956+98.2% | $6,158+123.8% | $6,507+111.8% |
| Admin fee / account holder | $26,537 | $17,272+53.6% | $14,255+86.2% | $12,624+110.2% |