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 | $433,799 | $112,096+287.0% | $95,952+352.1% | $158,922+173.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.49% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $12,375 | $3,198+287.0% | $2,541+387.0% | $4,761+159.9% |
| Participant deferral / active EE | $20,202 | $4,784+322.3% | $4,167+384.8% | $5,982+237.7% |
| Admin fee / account holder | $7,250 | $10,130-28.4% | $6,795+6.7% | $11,246-35.5% |