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 | $540,615 | $117,983+358.2% | $101,794+431.1% | $142,382+279.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.19% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $15,937 | $2,773+474.8% | $2,289+596.3% | $4,299+270.7% |
| Participant deferral / active EE | $23,367 | $4,714+395.7% | $4,084+472.2% | $6,507+259.1% |
| Admin fee / account holder | $18,975 | $10,433+81.9% | $8,777+116.2% | $12,624+50.3% |