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 | $497,602 | $109,327+355.1% | $89,391+456.7% | $158,922+213.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.71% | 345.68%-335.0pp | 245.62%-234.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,378 | $3,170-25.0% | $2,586-8.0% | $4,761-50.1% |
| Participant deferral / active EE | $25,500 | $4,598+454.6% | $3,890+555.5% | $5,982+326.3% |
| Admin fee / account holder | $2,219 | $6,153-63.9% | $4,881-54.6% | $11,246-80.3% |