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 8-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 | $752,970 | $111,301+576.5% | $112,977+566.5% | $158,922+373.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 16.28% | 26.40%-10.1pp | 24.24%-8.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $37,369 | $4,471+735.8% | $4,255+778.3% | $4,761+684.9% |
| Participant deferral / active EE | $22,750 | $5,880+286.9% | $5,836+289.8% | $5,982+280.3% |
| Admin fee / account holder | $4,515 | $8,392-46.2% | $6,294-28.3% | $11,246-59.9% |