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 | $707,435 | $211,958+233.8% | $169,463+317.5% | $135,375+422.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.45% | 3.26%-5.7pp | 1.83%-4.3pp | 519.73%-522.2pp |
| Employer contribution / active EE | $14,411 | $5,120+181.5% | $4,159+246.5% | $4,779+201.6% |
| Participant deferral / active EE | $6,443 | $6,075+6.1% | $5,277+22.1% | $5,609+14.9% |
| Admin fee / account holder | $2,698 | $11,471-76.5% | $9,109-70.4% | $10,827-75.1% |