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 | $398,262 | $99,020+302.2% | $86,590+359.9% | $147,584+169.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.89% | 1312.34%-1302.5pp | 964.84%-955.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $4,649 | $3,132+48.4% | $2,839+63.7% | $4,876-4.7% |
| Participant deferral / active EE | $12,682 | $3,972+219.3% | $3,609+251.4% | $5,439+133.2% |
| Admin fee / account holder | $7,788 | $5,710+36.4% | $4,906+58.7% | $10,885-28.5% |