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 | $529,805 | $81,632+549.0% | $70,449+652.0% | $158,922+233.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.71% | 208.40%-194.7pp | 109.03%-95.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $6,285 | $3,217+95.3% | $2,737+129.6% | $4,761+32.0% |
| Participant deferral / active EE | $14,716 | $4,554+223.2% | $3,709+296.8% | $5,982+146.0% |
| Admin fee / account holder | $5,367 | $6,193-13.3% | $3,845+39.6% | $11,246-52.3% |