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 | $536,613 | $110,257+386.7% | $96,544+455.8% | $139,434+284.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.55% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $29,707 | $3,620+720.7% | $2,965+901.9% | $4,751+525.3% |
| Participant deferral / active EE | $15,270 | $5,548+175.2% | $4,851+214.8% | $6,710+127.6% |
| Admin fee / account holder | $9,860 | $11,591-14.9% | $8,252+19.5% | $11,403-13.5% |