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 | $537,248 | $202,432+165.4% | $169,368+217.2% | $139,434+285.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.78% | 531.74%-512.0pp | 405.60%-385.8pp | 372.94%-353.2pp |
| Employer contribution / active EE | $21,761 | $4,692+363.8% | $4,013+442.3% | $4,751+358.1% |
| Participant deferral / active EE | $14,305 | $6,938+106.2% | $6,221+129.9% | $6,710+113.2% |
| Admin fee / account holder | $922 | $10,708-91.4% | $9,003-89.8% | $11,403-91.9% |