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 | $787,330 | $148,534+430.1% | $135,903+479.3% | $139,434+464.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.21% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $14,696 | $5,243+180.3% | $4,856+202.6% | $4,751+209.3% |
| Participant deferral / active EE | $15,675 | $8,100+93.5% | $7,758+102.1% | $6,710+133.6% |
| Admin fee / account holder | $1,641 | $12,400-86.8% | $10,762-84.8% | $11,403-85.6% |