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 | $905,739 | $214,378+322.5% | $200,582+351.6% | $142,382+536.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.87% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $27,809 | $6,841+306.5% | $6,419+333.2% | $4,299+546.9% |
| Participant deferral / active EE | $28,774 | $9,865+191.7% | $9,331+208.4% | $6,507+342.2% |
| Admin fee / account holder | $13,498 | $17,692-23.7% | $16,305-17.2% | $12,624+6.9% |