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 | $489,029 | $176,056+177.8% | $159,436+206.7% | $167,490+192.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.56% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $23,210 | $5,297+338.2% | $4,829+380.6% | $4,837+379.8% |
| Participant deferral / active EE | $22,100 | $7,750+185.2% | $7,352+200.6% | $6,341+248.5% |
| Admin fee / account holder | $4,308 | $12,554-65.7% | $10,799-60.1% | $12,309-65.0% |