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 | $543,260 | $176,812+207.3% | $146,665+270.4% | $167,490+224.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.96% | 24.03%-8.1pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $12,211 | $5,160+136.6% | $4,136+195.2% | $4,837+152.4% |
| Participant deferral / active EE | $16,103 | $6,440+150.1% | $5,506+192.5% | $6,341+153.9% |
| Admin fee / account holder | $4,273 | $13,259-67.8% | $10,280-58.4% | $12,309-65.3% |