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 | $418,890 | $198,466+111.1% | $170,442+145.8% | $147,584+183.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.78% | 257.29%-241.5pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $12,537 | $6,184+102.7% | $5,433+130.8% | $4,876+157.1% |
| Participant deferral / active EE | $8,153 | $5,629+44.8% | $4,939+65.1% | $5,439+49.9% |
| Admin fee / account holder | $3,857 | $16,852-77.1% | $13,880-72.2% | $10,885-64.6% |