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 | $712,732 | $124,281+473.5% | $109,143+553.0% | $167,490+325.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.39% | 26.04%-11.6pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $7,544 | $4,207+79.3% | $3,722+102.7% | $4,837+55.9% |
| Participant deferral / active EE | $20,707 | $5,255+294.0% | $4,653+345.0% | $6,341+226.6% |
| Admin fee / account holder | $981 | $7,970-87.7% | $6,752-85.5% | $12,309-92.0% |