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 | $489,037 | $142,405+243.4% | $115,157+324.7% | $152,861+219.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.36% | 41.48%-26.1pp | 35.60%-20.2pp | 345.32%-330.0pp |
| Employer contribution / active EE | $18,873 | $4,010+370.7% | $3,179+493.7% | $4,762+296.3% |
| Participant deferral / active EE | $12,271 | $5,164+137.6% | $4,168+194.4% | $5,850+109.7% |
| Admin fee / account holder | $4,594 | $8,462-45.7% | $7,088-35.2% | $11,596-60.4% |