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 | $501,375 | $118,450+323.3% | $98,439+409.3% | $139,434+259.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 18.94%-2.9pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $28,432 | $3,609+687.8% | $3,048+832.8% | $4,751+498.5% |
| Participant deferral / active EE | $18,877 | $5,392+250.1% | $4,738+298.4% | $6,710+181.3% |
| Admin fee / account holder | $16,426 | $14,026+17.1% | $8,948+83.6% | $11,403+44.1% |