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 | $891,618 | $201,272+343.0% | $184,203+384.0% | $145,922+511.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.33% | 29.00%-3.7pp | 28.81%-3.5pp | 561.29%-536.0pp |
| Employer contribution / active EE | $3,795 | $7,022-46.0% | $6,427-41.0% | $4,660-18.6% |
| Participant deferral / active EE | $15,929 | $9,806+62.4% | $9,131+74.4% | $6,688+138.2% |
| Admin fee / account holder | $478 | $16,364-97.1% | $13,901-96.6% | $13,397-96.4% |