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 6-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 | $604,867 | $201,272+200.5% | $184,203+228.4% | $145,922+314.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.69% | 29.00%-8.3pp | 28.81%-8.1pp | 561.29%-540.6pp |
| Employer contribution / active EE | $29,814 | $7,022+324.6% | $6,427+363.9% | $4,660+539.8% |
| Participant deferral / active EE | $12,700 | $9,806+29.5% | $9,131+39.1% | $6,688+89.9% |
| Admin fee / account holder | $7,960 | $16,364-51.4% | $13,901-42.7% | $13,397-40.6% |