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 | $754,748 | $105,859+613.0% | $90,160+737.1% | $147,584+411.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.89% | 37.63%-20.7pp | 34.88%-18.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $31,026 | $4,126+652.0% | $3,318+835.1% | $4,876+536.3% |
| Participant deferral / active EE | $20,062 | $5,733+249.9% | $5,288+279.4% | $5,439+268.9% |
| Admin fee / account holder | $12,313 | $8,046+53.0% | $5,943+107.2% | $10,885+13.1% |