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 | $637,841 | $116,175+449.0% | $93,606+581.4% | $152,861+317.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.13% | 35.96%-14.8pp | 32.76%-11.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $25,846 | $3,218+703.1% | $2,718+850.9% | $4,762+442.7% |
| Participant deferral / active EE | $18,386 | $4,603+299.4% | $4,069+351.9% | $5,850+214.3% |
| Admin fee / account holder | $850 | $10,748-92.1% | $7,888-89.2% | $11,596-92.7% |