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 | $508,306 | $124,319+308.9% | $111,297+356.7% | $167,490+203.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.85% | 37.44%-24.6pp | 54.65%-41.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $4,375 | $3,435+27.3% | $2,731+60.2% | $4,837-9.6% |
| Participant deferral / active EE | $3,736 | $5,180-27.9% | $4,487-16.8% | $6,341-41.1% |
| Admin fee / account holder | $19,962 | $10,618+88.0% | $7,964+150.7% | $12,309+62.2% |