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 | $774,429 | $102,616+654.7% | $81,983+844.6% | $158,922+387.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 36.69% | 61.04%-24.4pp | 41.31%-4.6pp | 302.83%-266.1pp |
| Employer contribution / active EE | $15,663 | $3,240+383.4% | $2,498+527.0% | $4,761+229.0% |
| Participant deferral / active EE | $15,167 | $4,648+226.3% | $3,722+307.5% | $5,982+153.5% |
| Admin fee / account holder | $2,549 | $8,235-69.1% | $5,664-55.0% | $11,246-77.3% |