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 | $575,404 | $201,272+185.9% | $184,203+212.4% | $145,922+294.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 29.00%-9.6pp | 28.81%-9.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,152 | $7,022-55.1% | $6,427-51.0% | $4,660-32.4% |
| Participant deferral / active EE | $10,000 | $9,806+2.0% | $9,131+9.5% | $6,688+49.5% |
| Admin fee / account holder | $5,226 | $16,364-68.1% | $13,901-62.4% | $13,397-61.0% |