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 | $713,476 | $214,378+232.8% | $200,582+255.7% | $142,382+401.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.56% | 46.41%-32.8pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $30,019 | $6,841+338.8% | $6,419+367.7% | $4,299+598.2% |
| Participant deferral / active EE | $18,695 | $9,865+89.5% | $9,331+100.4% | $6,507+187.3% |
| Admin fee / account holder | $22,212 | $17,692+25.5% | $16,305+36.2% | $12,624+76.0% |