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 | $492,022 | $176,056+179.5% | $159,436+208.6% | $167,490+193.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.33% | 331.75%-310.4pp | 263.57%-242.2pp | 478.56%-457.2pp |
| Employer contribution / active EE | $22,886 | $5,297+332.1% | $4,829+373.9% | $4,837+373.1% |
| Participant deferral / active EE | $15,387 | $7,750+98.5% | $7,352+109.3% | $6,341+142.6% |
| Admin fee / account holder | $10,648 | $12,554-15.2% | $10,799-1.4% | $12,309-13.5% |