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 | $397,966 | $165,335+140.7% | $149,696+165.8% | $158,922+150.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.99% | 348.15%-312.2pp | 276.60%-240.6pp | 302.83%-266.8pp |
| Employer contribution / active EE | $1,238 | $5,103-75.7% | $4,644-73.4% | $4,761-74.0% |
| Participant deferral / active EE | $5,112 | $7,181-28.8% | $6,842-25.3% | $5,982-14.6% |
| Admin fee / account holder | $18,780 | $10,807+73.8% | $9,309+101.7% | $11,246+67.0% |