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 | $274,392 | $171,164+60.3% | $127,761+114.8% | $152,861+79.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 23.05% | 23.54%-0.5pp | 26.14%-3.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $20,993 | $5,447+285.4% | $4,574+359.0% | $4,762+340.8% |
| Participant deferral / active EE | $20,993 | $7,038+198.3% | $6,021+248.6% | $5,850+258.8% |
| Admin fee / account holder | $39,565 | $14,530+172.3% | $9,395+321.1% | $11,596+241.2% |