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 | $601,510 | $185,822+223.7% | $169,993+253.8% | $139,434+331.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.98% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $9,766 | $7,590+28.7% | $6,785+43.9% | $4,751+105.6% |
| Participant deferral / active EE | $14,902 | $11,622+28.2% | $10,408+43.2% | $6,710+122.1% |
| Admin fee / account holder | $877 | $15,381-94.3% | $12,815-93.2% | $11,403-92.3% |