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 | $345,486 | $165,335+109.0% | $149,696+130.8% | $158,922+117.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.40% | 348.15%-339.7pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $17,229 | $5,103+237.6% | $4,644+271.0% | $4,761+261.9% |
| Participant deferral / active EE | $14,375 | $7,181+100.2% | $6,842+110.1% | $5,982+140.3% |
| Admin fee / account holder | $1,836 | $10,807-83.0% | $9,309-80.3% | $11,246-83.7% |