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 | $453,714 | $176,812+156.6% | $146,665+209.4% | $167,490+170.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.95% | 24.03%-10.1pp | 22.74%-8.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $18,571 | $5,160+259.9% | $4,136+349.0% | $4,837+283.9% |
| Participant deferral / active EE | $12,081 | $6,440+87.6% | $5,506+119.4% | $6,341+90.5% |
| Admin fee / account holder | $5,467 | $13,259-58.8% | $10,280-46.8% | $12,309-55.6% |