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 | $457,737 | $209,411+118.6% | $178,490+156.5% | $158,922+188.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.91% | 188.75%-165.8pp | 151.07%-128.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $11,418 | $5,706+100.1% | $5,011+127.9% | $4,761+139.8% |
| Participant deferral / active EE | $8,335 | $5,954+40.0% | $5,202+60.2% | $5,982+39.3% |
| Admin fee / account holder | $432 | $17,074-97.5% | $13,984-96.9% | $11,246-96.2% |