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 | $396,653 | $165,335+139.9% | $149,696+165.0% | $158,922+149.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.27% | 348.15%-311.9pp | 276.60%-240.3pp | 302.83%-266.6pp |
| Employer contribution / active EE | $21,020 | $5,103+311.9% | $4,644+352.6% | $4,761+341.5% |
| Participant deferral / active EE | $15,738 | $7,181+119.1% | $6,842+130.0% | $5,982+163.1% |
| Admin fee / account holder | $5,400 | $10,807-50.0% | $9,309-42.0% | $11,246-52.0% |