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 | $579,806 | $209,336+177.0% | $197,124+194.1% | $137,256+322.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.27% | 48.09%-35.8pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,369 | $6,591-3.4% | $6,227+2.3% | $4,156+53.2% |
| Participant deferral / active EE | $18,833 | $9,614+95.9% | $9,135+106.2% | $6,407+194.0% |
| Admin fee / account holder | $941 | $17,308-94.6% | $16,298-94.2% | $12,270-92.3% |