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 | $707,570 | $167,484+322.5% | $151,611+366.7% | $134,475+426.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.61% | 7.80%-20.4pp | 3.33%-15.9pp | 417.96%-430.6pp |
| Employer contribution / active EE | $16,145 | $6,829+136.4% | $6,166+161.8% | $4,740+240.6% |
| Participant deferral / active EE | $19,170 | $8,986+113.3% | $8,363+129.2% | $6,400+199.5% |
| Admin fee / account holder | $1,359 | $13,783-90.1% | $11,616-88.3% | $11,426-88.1% |