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 | $547,518 | $117,841+364.6% | $102,423+434.6% | $145,922+275.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,795 | $3,615+88.0% | $3,023+124.8% | $4,660+45.8% |
| Participant deferral / active EE | $31,014 | $5,731+441.2% | $5,053+513.8% | $6,688+363.8% |
| Admin fee / account holder | $1,247 | $13,326-90.6% | $9,451-86.8% | $13,397-90.7% |