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 | $535,079 | $105,126+409.0% | $94,646+465.3% | $139,434+283.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.67% | 38.03%-20.4pp | 156.71%-139.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $33,818 | $4,106+723.7% | $3,672+820.9% | $4,751+611.8% |
| Participant deferral / active EE | $15,438 | $7,599+103.1% | $7,418+108.1% | $6,710+130.1% |
| Admin fee / account holder | $1,157 | $8,984-87.1% | $7,231-84.0% | $11,403-89.9% |