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 | $551,325 | $201,272+173.9% | $184,203+199.3% | $145,922+277.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.92% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,279 | $7,022-24.8% | $6,427-17.9% | $4,660+13.3% |
| Participant deferral / active EE | $13,324 | $9,806+35.9% | $9,131+45.9% | $6,688+99.2% |
| Admin fee / account holder | $27,642 | $16,364+68.9% | $13,901+98.8% | $13,397+106.3% |