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 | $527,610 | $111,535+373.0% | $105,223+401.4% | $137,256+284.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.45% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $16,408 | $3,939+316.5% | $3,689+344.8% | $4,156+294.8% |
| Participant deferral / active EE | $23,646 | $5,500+329.9% | $5,072+366.2% | $6,407+269.1% |
| Admin fee / account holder | $2,890 | $9,721-70.3% | $8,859-67.4% | $12,270-76.4% |