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 | $600,876 | $162,781+269.1% | $133,956+348.6% | $158,922+278.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.70% | 41.94%-25.2pp | 45.09%-28.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $4,134 | $4,975-16.9% | $3,919+5.5% | $4,761-13.2% |
| Participant deferral / active EE | $17,333 | $5,911+193.2% | $5,048+243.4% | $5,982+189.8% |
| Admin fee / account holder | $3,647 | $11,736-68.9% | $8,927-59.2% | $11,246-67.6% |