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 | $666,959 | $176,812+277.2% | $146,665+354.8% | $167,490+298.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.98% | 24.03%-6.1pp | 22.74%-4.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $23,162 | $5,160+348.9% | $4,136+460.0% | $4,837+378.8% |
| Participant deferral / active EE | $17,630 | $6,440+173.8% | $5,506+220.2% | $6,341+178.0% |
| Admin fee / account holder | $2,479 | $13,259-81.3% | $10,280-75.9% | $12,309-79.9% |