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 | $783,412 | $214,378+265.4% | $200,582+290.6% | $142,382+450.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.27% | 46.41%-32.1pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $23,417 | $6,841+242.3% | $6,419+264.8% | $4,299+444.7% |
| Participant deferral / active EE | $20,866 | $9,865+111.5% | $9,331+123.6% | $6,507+220.7% |
| Admin fee / account holder | $1,116 | $17,692-93.7% | $16,305-93.2% | $12,624-91.2% |