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 | $462,310 | $115,882+298.9% | $100,516+359.9% | $158,922+190.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.62% | 34.79%-14.2pp | 30.89%-10.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $25,617 | $4,103+524.3% | $3,418+649.6% | $4,761+438.0% |
| Participant deferral / active EE | $13,836 | $6,674+107.3% | $6,270+120.7% | $5,982+131.3% |
| Admin fee / account holder | $3,540 | $10,995-67.8% | $8,081-56.2% | $11,246-68.5% |