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 | $637,554 | $117,841+441.0% | $102,423+522.5% | $145,922+336.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.17% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $5,508 | $3,615+52.4% | $3,023+82.2% | $4,660+18.2% |
| Participant deferral / active EE | $19,030 | $5,731+232.1% | $5,053+276.6% | $6,688+184.6% |
| Admin fee / account holder | $10,094 | $13,326-24.3% | $9,451+6.8% | $13,397-24.7% |