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 | $607,660 | $162,781+273.3% | $133,956+353.6% | $158,922+282.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.02% | 41.94%-24.9pp | 45.09%-28.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $13,417 | $4,975+169.7% | $3,919+242.4% | $4,761+181.8% |
| Participant deferral / active EE | $8,333 | $5,911+41.0% | $5,048+65.1% | $5,982+39.3% |
| Admin fee / account holder | $20,469 | $11,736+74.4% | $8,927+129.3% | $11,246+82.0% |