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 | $470,082 | $105,859+344.1% | $90,160+421.4% | $147,584+218.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.36% | 37.63%-20.3pp | 34.88%-17.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $5,985 | $4,126+45.0% | $3,318+80.4% | $4,876+22.7% |
| Participant deferral / active EE | $16,558 | $5,733+188.8% | $5,288+213.2% | $5,439+204.5% |
| Admin fee / account holder | $27,714 | $8,046+244.4% | $5,943+366.3% | $10,885+154.6% |