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 | $507,833 | $77,419+556.0% | $69,455+631.2% | $152,861+232.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.09% | 39.06%-21.0pp | 28.97%-10.9pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,472 | $3,315-25.4% | $2,779-11.0% | $4,762-48.1% |
| Participant deferral / active EE | $9,595 | $4,414+117.4% | $3,535+171.4% | $5,850+64.0% |
| Admin fee / account holder | $6,775 | $6,207+9.2% | $3,839+76.5% | $11,596-41.6% |