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 | $504,330 | $201,259+150.6% | $184,200+173.8% | $145,959+245.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.62% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.3pp |
| Employer contribution / active EE | $53,240 | $7,018+658.6% | $6,424+728.8% | $4,661+1042.3% |
| Participant deferral / active EE | $5,104 | $9,806-48.0% | $9,132-44.1% | $6,689-23.7% |
| Admin fee / account holder | $312 | $16,372-98.1% | $13,907-97.8% | $13,398-97.7% |