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 | $497,541 | $115,882+329.3% | $100,516+395.0% | $158,922+213.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.23% | 34.79%-12.6pp | 30.89%-8.7pp | 302.83%-280.6pp |
| Employer contribution / active EE | $19,125 | $4,103+366.1% | $3,418+459.6% | $4,761+301.7% |
| Participant deferral / active EE | $32,500 | $6,674+386.9% | $6,270+418.3% | $5,982+443.3% |
| Admin fee / account holder | $304 | $10,995-97.2% | $8,081-96.2% | $11,246-97.3% |