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 | $478,035 | $96,484+395.5% | $75,886+529.9% | $152,861+212.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.76% | 33.98%-9.2pp | 30.76%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $18,525 | $3,309+459.8% | $2,500+640.9% | $4,762+289.0% |
| Participant deferral / active EE | $24,674 | $4,553+441.9% | $3,603+584.8% | $5,850+321.8% |
| Admin fee / account holder | $36,939 | $8,078+357.3% | $5,418+581.7% | $11,596+218.5% |