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 | $954,877 | $270,399+253.1% | $209,409+356.0% | $357,791+166.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 25.12% | 194.89%-169.8pp | 159.49%-134.4pp | 396.79%-371.7pp |
| Employer contribution / active EE | $48,141 | $6,982+589.5% | $5,035+856.2% | $7,508+541.2% |
| Participant deferral / active EE | $11,009 | $4,606+139.0% | $4,230+160.3% | $5,521+99.4% |
| Admin fee / account holder | $398 | $18,969-97.9% | $16,474-97.6% | $28,387-98.6% |