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 | $594,754 | $185,822+220.1% | $169,993+249.9% | $139,434+326.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.36% | 60.50%-30.1pp | 53.37%-23.0pp | 372.94%-342.6pp |
| Employer contribution / active EE | $3,239 | $7,590-57.3% | $6,785-52.3% | $4,751-31.8% |
| Participant deferral / active EE | $11,428 | $11,622-1.7% | $10,408+9.8% | $6,710+70.3% |
| Admin fee / account holder | $18,200 | $15,381+18.3% | $12,815+42.0% | $11,403+59.6% |