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 | $688,191 | $106,515+546.1% | $96,683+611.8% | $139,434+393.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 15.22% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $17,691 | $4,103+331.2% | $3,737+373.4% | $4,751+272.4% |
| Participant deferral / active EE | $21,607 | $5,454+296.2% | $4,878+342.9% | $6,710+222.0% |
| Admin fee / account holder | $4,852 | $7,877-38.4% | $6,730-27.9% | $11,403-57.4% |