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 | $536,763 | $99,032+442.0% | $80,019+570.8% | $135,375+296.5% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | 12.19% | 15.39%-3.2pp | 11.22%+1.0pp | 519.73%-507.5pp |
| Employer contribution / active EE | $4,863 | $3,043+59.8% | $2,468+97.0% | $4,779+1.8% |
| Participant deferral / active EE | $4,143 | $4,282-3.3% | $3,686+12.4% | $5,609-26.1% |
| Admin fee / account holder | $4,643 | $10,436-55.5% | $6,521-28.8% | $10,827-57.1% |