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 | $540,436 | $104,251+418.4% | $91,001+493.9% | $147,584+266.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.25% | 27.06%-8.8pp | 4.60%+13.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $21,136 | $3,116+578.4% | $2,456+760.7% | $4,876+333.4% |
| Participant deferral / active EE | $17,200 | $4,195+310.0% | $3,547+384.9% | $5,439+216.3% |
| Admin fee / account holder | $21,020 | $8,948+134.9% | $5,417+288.0% | $10,885+93.1% |