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 | $642,001 | $165,984+286.8% | $164,813+289.5% | $145,922+340.0% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 16.35% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $12,141 | $5,273+130.3% | $4,341+179.7% | $4,660+160.6% |
| Participant deferral / active EE | $8,791 | $6,959+26.3% | $6,031+45.7% | $6,688+31.4% |
| Admin fee / account holder | $29,939 | $16,648+79.8% | $12,690+135.9% | $13,397+123.5% |