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 | $450,434 | $202,432+122.5% | $169,368+165.9% | $139,434+223.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.15% | 531.74%-515.6pp | 405.60%-389.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $11,447 | $4,692+144.0% | $4,013+185.3% | $4,751+141.0% |
| Participant deferral / active EE | $12,104 | $6,938+74.5% | $6,221+94.5% | $6,710+80.4% |
| Admin fee / account holder | $4,766 | $10,708-55.5% | $9,003-47.1% | $11,403-58.2% |