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 | $451,458 | $197,591+128.5% | $177,821+153.9% | $158,922+184.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.48% | 58.76%-33.3pp | 48.32%-22.8pp | 302.83%-277.3pp |
| Employer contribution / active EE | $16,051 | $6,697+139.7% | $5,918+171.2% | $4,761+237.1% |
| Participant deferral / active EE | $15,000 | $8,405+78.5% | $7,714+94.5% | $5,982+150.7% |
| Admin fee / account holder | $30,535 | $15,399+98.3% | $12,427+145.7% | $11,246+171.5% |