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 | $637,238 | $104,974+507.0% | $95,585+566.7% | $142,382+347.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.03% | 210.33%-193.3pp | 38.56%-21.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $24,870 | $2,779+795.1% | $2,527+884.3% | $4,299+478.5% |
| Participant deferral / active EE | $18,345 | $4,352+321.5% | $4,023+356.0% | $6,507+181.9% |
| Admin fee / account holder | $4,763 | $6,386-25.4% | $6,127-22.3% | $12,624-62.3% |