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 | $536,548 | $72,400+641.1% | $67,502+694.9% | $145,922+267.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.28% | 7182.46%-7170.2pp | 3512.12%-3499.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,939 | $3,069-4.3% | $2,731+7.6% | $4,660-36.9% |
| Participant deferral / active EE | $16,115 | $4,783+236.9% | $4,000+302.9% | $6,688+141.0% |
| Admin fee / account holder | $24,365 | $5,539+339.9% | $3,998+509.5% | $13,397+81.9% |