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 | $478,381 | $201,259+137.7% | $184,200+159.7% | $145,959+227.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 47.00% | 28.98%+18.0pp | 28.80%+18.2pp | 561.95%-514.9pp |
| Employer contribution / active EE | $22,170 | $7,018+215.9% | $6,424+245.1% | $4,661+375.7% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,132+11.3% | $6,689+52.0% |
| Admin fee / account holder | $1,312 | $16,372-92.0% | $13,907-90.6% | $13,398-90.2% |