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 | $694,314 | $165,335+319.9% | $149,696+363.8% | $158,922+336.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.30% | 348.15%-334.8pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $5,389 | $5,103+5.6% | $4,644+16.0% | $4,761+13.2% |
| Participant deferral / active EE | $11,867 | $7,181+65.2% | $6,842+73.4% | $5,982+98.4% |
| Admin fee / account holder | $21,420 | $10,807+98.2% | $9,309+130.1% | $11,246+90.5% |