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 | $423,847 | $201,272+110.6% | $184,203+130.1% | $145,922+190.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.10% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $13,218 | $7,022+88.2% | $6,427+105.7% | $4,660+183.7% |
| Participant deferral / active EE | $9,531 | $9,806-2.8% | $9,131+4.4% | $6,688+42.5% |
| Admin fee / account holder | $71,540 | $16,364+337.2% | $13,901+414.6% | $13,397+434.0% |