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 | $471,012 | $155,788+202.3% | $124,672+277.8% | $167,490+181.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.98% | 17.97%-4.0pp | 5142.93%-5128.9pp | 478.56%-464.6pp |
| Employer contribution / active EE | $15,584 | $4,163+274.3% | $3,324+368.9% | $4,837+222.1% |
| Participant deferral / active EE | $15,308 | $5,673+169.8% | $4,614+231.7% | $6,341+141.4% |
| Admin fee / account holder | $8,573 | $9,531-10.1% | $7,493+14.4% | $12,309-30.4% |