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 | $1,358,604 | $201,272+575.0% | $184,203+637.6% | $145,922+831.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.69% | 29.00%+5.7pp | 28.81%+5.9pp | 561.29%-526.6pp |
| Employer contribution / active EE | $46,939 | $7,022+568.5% | $6,427+630.3% | $4,660+907.3% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,131+234.0% | $6,688+356.1% |
| Admin fee / account holder | $28,276 | $16,364+72.8% | $13,901+103.4% | $13,397+111.1% |