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 | $584,161 | $127,065+359.7% | $113,168+416.2% | $142,382+310.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.43% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $11,116 | $3,442+222.9% | $2,975+273.6% | $4,299+158.6% |
| Participant deferral / active EE | $7,551 | $5,716+32.1% | $5,107+47.9% | $6,507+16.0% |
| Admin fee / account holder | $14,244 | $15,736-9.5% | $12,068+18.0% | $12,624+12.8% |