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 | $676,707 | $106,584+534.9% | $101,326+567.9% | $142,382+375.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.13% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $13,575 | $3,956+243.2% | $3,665+270.4% | $4,299+215.8% |
| Participant deferral / active EE | $66,950 | $8,297+706.9% | $7,994+737.5% | $6,507+928.9% |
| Admin fee / account holder | $4,494 | $11,446-60.7% | $11,185-59.8% | $12,624-64.4% |