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 | $413,792 | $209,336+97.7% | $197,124+109.9% | $137,256+201.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.71% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $26,119 | $6,591+296.3% | $6,227+319.4% | $4,156+528.5% |
| Participant deferral / active EE | $18,815 | $9,614+95.7% | $9,135+106.0% | $6,407+193.7% |
| Admin fee / account holder | $16,695 | $17,308-3.5% | $16,298+2.4% | $12,270+36.1% |