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 | $416,910 | $107,334+288.4% | $92,893+348.8% | $152,861+172.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.15% | 145.58%-120.4pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $5,918 | $4,221+40.2% | $3,653+62.0% | $4,762+24.3% |
| Participant deferral / active EE | $17,600 | $4,845+263.3% | $4,236+315.5% | $5,850+200.9% |
| Admin fee / account holder | $1,646 | $7,079-76.7% | $5,794-71.6% | $11,596-85.8% |