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 | $395,060 | $148,534+166.0% | $135,903+190.7% | $139,434+183.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.11% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $27,109 | $5,243+417.1% | $4,856+458.2% | $4,751+470.6% |
| Participant deferral / active EE | $18,926 | $8,100+133.7% | $7,758+144.0% | $6,710+182.1% |
| Admin fee / account holder | $3,019 | $12,400-75.6% | $10,762-71.9% | $11,403-73.5% |