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 | $483,888 | $116,175+316.5% | $93,606+416.9% | $152,861+216.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.25% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,537 | $3,218+9.9% | $2,718+30.1% | $4,762-25.7% |
| Participant deferral / active EE | $15,270 | $4,603+231.7% | $4,069+275.3% | $5,850+161.0% |
| Admin fee / account holder | $12,143 | $10,748+13.0% | $7,888+53.9% | $11,596+4.7% |