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 | $635,397 | $105,859+500.2% | $90,160+604.7% | $147,584+330.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 28.46% | 37.63%-9.2pp | 34.88%-6.4pp | 578.55%-550.1pp |
| Employer contribution / active EE | $30,876 | $4,126+648.3% | $3,318+830.5% | $4,876+533.2% |
| Participant deferral / active EE | $12,000 | $5,733+109.3% | $5,288+126.9% | $5,439+120.6% |
| Admin fee / account holder | $554 | $8,046-93.1% | $5,943-90.7% | $10,885-94.9% |