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 | $498,265 | $214,378+132.4% | $200,582+148.4% | $142,382+249.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.46% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,295 | $6,841-66.4% | $6,419-64.2% | $4,299-46.6% |
| Participant deferral / active EE | $15,643 | $9,865+58.6% | $9,331+67.6% | $6,507+140.4% |
| Admin fee / account holder | $979 | $17,692-94.5% | $16,305-94.0% | $12,624-92.2% |