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 | $603,906 | $111,754+440.4% | $103,333+484.4% | $145,922+313.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 24.77%-13.8pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $16,662 | $4,212+295.6% | $3,868+330.8% | $4,660+257.6% |
| Participant deferral / active EE | $5,683 | $5,619+1.1% | $5,057+12.4% | $6,688-15.0% |
| Admin fee / account holder | $968 | $9,750-90.1% | $8,355-88.4% | $13,397-92.8% |