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 | $461,553 | $154,228+199.3% | $145,433+217.4% | $137,256+236.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.44% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $24,201 | $4,804+403.8% | $4,554+431.4% | $4,156+482.3% |
| Participant deferral / active EE | $25,500 | $8,216+210.4% | $7,897+222.9% | $6,407+298.0% |
| Admin fee / account holder | $23,769 | $14,344+65.7% | $13,129+81.0% | $12,270+93.7% |