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 | $584,508 | $201,272+190.4% | $184,203+217.3% | $145,922+300.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.37% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $15,073 | $7,022+114.7% | $6,427+134.5% | $4,660+223.5% |
| Participant deferral / active EE | $6,571 | $9,806-33.0% | $9,131-28.0% | $6,688-1.7% |
| Admin fee / account holder | $2,783 | $16,364-83.0% | $13,901-80.0% | $13,397-79.2% |