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 | $710,813 | $228,332+211.3% | $185,823+282.5% | $158,922+347.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.84% | 40.80%-23.0pp | 35.95%-18.1pp | 302.83%-285.0pp |
| Employer contribution / active EE | $4,283 | $4,967-13.8% | $4,087+4.8% | $4,761-10.0% |
| Participant deferral / active EE | $7,267 | $6,415+13.3% | $5,632+29.0% | $5,982+21.5% |
| Admin fee / account holder | $6,526 | $11,864-45.0% | $9,500-31.3% | $11,246-42.0% |