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 | $921,960 | $179,726+413.0% | $156,263+490.0% | $142,382+547.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.28% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $38,563 | $5,069+660.7% | $4,333+790.0% | $4,299+797.0% |
| Participant deferral / active EE | $20,625 | $6,956+196.5% | $6,158+234.9% | $6,507+217.0% |
| Admin fee / account holder | $7,814 | $17,272-54.8% | $14,255-45.2% | $12,624-38.1% |