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 | $515,511 | $115,770+345.3% | $101,248+409.2% | $158,922+224.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.68% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $4,068 | $4,175-2.6% | $3,660+11.2% | $4,761-14.6% |
| Participant deferral / active EE | $12,743 | $4,957+157.1% | $4,370+191.6% | $5,982+113.0% |
| Admin fee / account holder | $3,354 | $7,245-53.7% | $5,945-43.6% | $11,246-70.2% |