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 | $602,345 | $154,117+290.8% | $129,995+363.4% | $139,434+332.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 25.82% | 32.48%-6.7pp | -137.18%+163.0pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,431 | $5,289-54.0% | $4,320-43.7% | $4,751-48.8% |
| Participant deferral / active EE | $13,981 | $6,710+108.4% | $5,820+140.2% | $6,710+108.4% |
| Admin fee / account holder | $50,006 | $14,007+257.0% | $10,614+371.1% | $11,403+338.6% |