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 | $518,485 | $163,101+217.9% | $136,749+279.2% | $142,382+264.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 27.54%-11.8pp | 24.33%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $14,410 | $4,117+250.1% | $3,400+323.9% | $4,299+235.2% |
| Participant deferral / active EE | $6,646 | $5,585+19.0% | $4,692+41.6% | $6,507+2.1% |
| Admin fee / account holder | $17,804 | $14,318+24.3% | $11,386+56.4% | $12,624+41.0% |