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 | $882,015 | $106,584+727.5% | $101,326+770.5% | $142,382+519.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.67% | 36.93%-19.3pp | 36.82%-19.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $25,606 | $3,956+547.3% | $3,665+598.6% | $4,299+495.6% |
| Participant deferral / active EE | $31,000 | $8,297+273.6% | $7,994+287.8% | $6,507+376.4% |
| Admin fee / account holder | $4,305 | $11,446-62.4% | $11,185-61.5% | $12,624-65.9% |