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 | $379,791 | $99,877+280.3% | $84,966+347.0% | $145,922+160.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 83.76%-71.6pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $59,515 | $3,231+1741.8% | $2,727+2082.3% | $4,660+1177.2% |
| Participant deferral / active EE | $49,237 | $5,291+830.7% | $4,519+989.5% | $6,688+636.2% |
| Admin fee / account holder | $2,586 | $7,248-64.3% | $6,149-57.9% | $13,397-80.7% |