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 | $592,746 | $214,378+176.5% | $200,582+195.5% | $142,382+316.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.31% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $15,268 | $6,841+123.2% | $6,419+137.9% | $4,299+255.1% |
| Participant deferral / active EE | $16,352 | $9,865+65.8% | $9,331+75.2% | $6,507+151.3% |
| Admin fee / account holder | $20,025 | $17,692+13.2% | $16,305+22.8% | $12,624+58.6% |