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 | $449,278 | $179,726+150.0% | $156,263+187.5% | $142,382+215.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.62% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $31,239 | $5,069+516.2% | $4,333+620.9% | $4,299+626.6% |
| Participant deferral / active EE | $9,525 | $6,956+36.9% | $6,158+54.7% | $6,507+46.4% |
| Admin fee / account holder | $1,324 | $17,272-92.3% | $14,255-90.7% | $12,624-89.5% |