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 | $900,808 | $114,237+688.5% | $119,258+655.3% | $167,490+437.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.10% | 29.87%-15.8pp | 30.69%-16.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $37,262 | $4,481+731.5% | $4,384+749.9% | $4,837+670.3% |
| Participant deferral / active EE | $25,206 | $6,084+314.3% | $6,111+312.5% | $6,341+297.5% |
| Admin fee / account holder | $6,001 | $8,932-32.8% | $7,226-17.0% | $12,309-51.2% |