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 | $548,936 | $109,817+399.9% | $98,442+457.6% | $167,490+227.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.74% | 1956.69%-1940.9pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,313 | $3,224-28.3% | $2,960-21.9% | $4,837-52.2% |
| Participant deferral / active EE | $16,957 | $4,673+262.9% | $4,276+296.5% | $6,341+167.4% |
| Admin fee / account holder | $4,866 | $6,753-27.9% | $5,949-18.2% | $12,309-60.5% |