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 | $201,272+97.1% | $184,203+115.4% | $145,922+171.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.02% | 29.00%-5.0pp | 28.81%-4.8pp | 561.29%-537.3pp |
| Employer contribution / active EE | $25,299 | $7,022+260.3% | $6,427+293.6% | $4,660+442.9% |
| Participant deferral / active EE | $20,846 | $9,806+112.6% | $9,131+128.3% | $6,688+211.7% |
| Admin fee / account holder | $45,095 | $16,364+175.6% | $13,901+224.4% | $13,397+236.6% |