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 | $678,290 | $209,336+224.0% | $197,124+244.1% | $137,256+394.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.62% | 48.09%-26.5pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $15,060 | $6,591+128.5% | $6,227+141.8% | $4,156+262.4% |
| Participant deferral / active EE | $23,345 | $9,614+142.8% | $9,135+155.6% | $6,407+264.4% |
| Admin fee / account holder | $28,463 | $17,308+64.5% | $16,298+74.6% | $12,270+132.0% |