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 | $396,772 | $201,259+97.1% | $184,200+115.4% | $145,959+171.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.02% | 28.98%-5.0pp | 28.80%-4.8pp | 561.95%-537.9pp |
| Employer contribution / active EE | $25,299 | $7,018+260.5% | $6,424+293.8% | $4,661+442.8% |
| Participant deferral / active EE | $20,846 | $9,806+112.6% | $9,132+128.3% | $6,689+211.7% |
| Admin fee / account holder | $45,095 | $16,372+175.4% | $13,907+224.3% | $13,398+236.6% |