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 | $388,795 | $165,335+135.2% | $149,696+159.7% | $158,922+144.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.86% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $38,466 | $5,103+653.8% | $4,644+728.2% | $4,761+707.9% |
| Participant deferral / active EE | $26,900 | $7,181+274.6% | $6,842+293.2% | $5,982+349.7% |
| Admin fee / account holder | $6,614 | $10,807-38.8% | $9,309-28.9% | $11,246-41.2% |