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 | $829,776 | $106,515+679.0% | $96,683+758.2% | $139,434+495.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.87% | 38.43%-15.6pp | 35.69%-12.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $47,245 | $4,103+1051.5% | $3,737+1164.3% | $4,751+894.5% |
| Participant deferral / active EE | $24,380 | $5,454+347.0% | $4,878+399.8% | $6,710+263.3% |
| Admin fee / account holder | $6,403 | $7,877-18.7% | $6,730-4.9% | $11,403-43.9% |