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 | $478,993 | $238,490+100.8% | $180,183+165.8% | $142,382+236.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 38.78% | 33.56%+5.2pp | 27.86%+10.9pp | 217.08%-178.3pp |
| Employer contribution / active EE | $5,404 | $6,143-12.0% | $5,039+7.2% | $4,299+25.7% |
| Participant deferral / active EE | $10,464 | $7,996+30.9% | $6,822+53.4% | $6,507+60.8% |
| Admin fee / account holder | $16,947 | $28,866-41.3% | $19,975-15.2% | $12,624+34.2% |