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 | $477,373 | $162,781+193.3% | $133,956+256.4% | $158,922+200.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.71% | 41.94%-34.2pp | 45.09%-37.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $18,909 | $4,975+280.1% | $3,919+382.6% | $4,761+297.2% |
| Participant deferral / active EE | $12,168 | $5,911+105.9% | $5,048+141.1% | $5,982+103.4% |
| Admin fee / account holder | $10,589 | $11,736-9.8% | $8,927+18.6% | $11,246-5.8% |