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 | $518,351 | $152,587+239.7% | $125,175+314.1% | $152,861+239.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.03% | 54.84%-33.8pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $10,480 | $4,946+111.9% | $3,865+171.1% | $4,762+120.1% |
| Participant deferral / active EE | $14,689 | $5,868+150.3% | $4,937+197.6% | $5,850+151.1% |
| Admin fee / account holder | $1,654 | $13,434-87.7% | $9,702-82.9% | $11,596-85.7% |