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 | $695,808 | $117,983+489.8% | $101,794+583.5% | $142,382+388.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.31% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $22,852 | $2,773+724.2% | $2,289+898.4% | $4,299+431.6% |
| Participant deferral / active EE | $19,752 | $4,714+319.0% | $4,084+383.6% | $6,507+203.5% |
| Admin fee / account holder | $52,865 | $10,433+406.7% | $8,777+502.3% | $12,624+318.8% |