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 | $627,082 | $185,822+237.5% | $169,993+268.9% | $139,434+349.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.88% | 60.50%-42.6pp | 53.37%-35.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,984 | $7,590-60.7% | $6,785-56.0% | $4,751-37.2% |
| Participant deferral / active EE | $14,917 | $11,622+28.3% | $10,408+43.3% | $6,710+122.3% |
| Admin fee / account holder | $9,817 | $15,381-36.2% | $12,815-23.4% | $11,403-13.9% |