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 | $672,465 | $105,931+534.8% | $81,930+720.8% | $158,922+323.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.32% | 38.17%-23.9pp | 29.49%-15.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $10,063 | $7,800+29.0% | $4,310+133.5% | $4,761+111.4% |
| Participant deferral / active EE | $3,630 | $13,003-72.1% | $7,107-48.9% | $5,982-39.3% |
| Admin fee / account holder | $2,939 | $8,489-65.4% | $5,158-43.0% | $11,246-73.9% |