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 | $418,654 | $118,427+253.5% | $66,042+533.9% | $142,382+194.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 14.15% | 35.57%-21.4pp | 52.11%-38.0pp | 217.08%-202.9pp |
| Employer contribution / active EE | $20,730 | $2,570+706.7% | $1,579+1212.6% | $4,299+382.2% |
| Participant deferral / active EE | $14,550 | $4,311+237.5% | $2,835+413.1% | $6,507+123.6% |
| Admin fee / account holder | $10,000 | $9,593+4.2% | $5,747+74.0% | $12,624-20.8% |