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 | $418,177 | $175,202+138.7% | $149,673+179.4% | $139,434+199.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.18% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $23,713 | $5,474+333.2% | $4,818+392.2% | $4,751+399.1% |
| Participant deferral / active EE | $22,226 | $6,519+241.0% | $5,680+291.3% | $6,710+231.2% |
| Admin fee / account holder | $5,880 | $16,150-63.6% | $13,210-55.5% | $11,403-48.4% |