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 | $539,125 | $165,335+226.1% | $149,696+260.1% | $158,922+239.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.35% | 348.15%-311.8pp | 276.60%-240.3pp | 302.83%-266.5pp |
| Employer contribution / active EE | $32,822 | $5,103+543.2% | $4,644+606.7% | $4,761+589.4% |
| Participant deferral / active EE | $12,549 | $7,181+74.7% | $6,842+83.4% | $5,982+109.8% |
| Admin fee / account holder | $165,000 | $10,807+1426.9% | $9,309+1672.5% | $11,246+1367.2% |