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 | $563,627 | $118,849+374.2% | $96,562+483.7% | $167,490+236.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.97% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $14,976 | $3,120+380.1% | $2,356+535.5% | $4,837+209.6% |
| Participant deferral / active EE | $11,166 | $4,616+141.9% | $3,849+190.1% | $6,341+76.1% |
| Admin fee / account holder | $7,249 | $8,065-10.1% | $6,181+17.3% | $12,309-41.1% |