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 | $481,823 | $124,319+287.6% | $111,297+332.9% | $167,490+187.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.80% | 37.44%-23.6pp | 54.65%-40.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $14,199 | $3,435+313.3% | $2,731+419.9% | $4,837+193.5% |
| Participant deferral / active EE | $22,769 | $5,180+339.5% | $4,487+407.4% | $6,341+259.1% |
| Admin fee / account holder | $46,596 | $10,618+338.8% | $7,964+485.1% | $12,309+278.6% |