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 | $501,963 | $201,272+149.4% | $184,203+172.5% | $145,922+244.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $18,954 | $7,022+169.9% | $6,427+194.9% | $4,660+306.8% |
| Participant deferral / active EE | $18,301 | $9,806+86.6% | $9,131+100.4% | $6,688+173.7% |
| Admin fee / account holder | $25,285 | $16,364+54.5% | $13,901+81.9% | $13,397+88.7% |