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 | $477,004 | $197,591+141.4% | $177,821+168.2% | $158,922+200.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.58% | 58.76%-49.2pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $11,317 | $6,697+69.0% | $5,918+91.2% | $4,761+137.7% |
| Participant deferral / active EE | $5,565 | $8,405-33.8% | $7,714-27.9% | $5,982-7.0% |
| Admin fee / account holder | $10,591 | $15,399-31.2% | $12,427-14.8% | $11,246-5.8% |