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 | $364,395 | $165,335+120.4% | $149,696+143.4% | $158,922+129.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.88% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $20,000 | $5,103+291.9% | $4,644+330.6% | $4,761+320.1% |
| Participant deferral / active EE | $12,488 | $7,181+73.9% | $6,842+82.5% | $5,982+108.8% |
| Admin fee / account holder | $2,683 | $10,807-75.2% | $9,309-71.2% | $11,246-76.1% |