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 | $552,882 | $117,859+369.1% | $102,438+439.7% | $145,959+278.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.56% | 31.72%-15.2pp | 29.37%-12.8pp | 561.95%-545.4pp |
| Employer contribution / active EE | $6,004 | $3,615+66.1% | $3,024+98.6% | $4,661+28.8% |
| Participant deferral / active EE | $12,007 | $5,732+109.5% | $5,054+137.6% | $6,689+79.5% |
| Admin fee / account holder | $809 | $13,318-93.9% | $9,448-91.4% | $13,398-94.0% |