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 | $862,573 | $152,587+465.3% | $125,175+589.1% | $152,861+464.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.28% | 54.84%-27.6pp | 43.79%-16.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $16,807 | $4,946+239.8% | $3,865+334.8% | $4,762+252.9% |
| Participant deferral / active EE | $15,225 | $5,868+159.5% | $4,937+208.4% | $5,850+160.2% |
| Admin fee / account holder | $3,292 | $13,434-75.5% | $9,702-66.1% | $11,596-71.6% |