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 | $633,536 | $110,261+474.6% | $95,745+561.7% | $139,434+354.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.04% | 27.11%-12.1pp | 28.35%-13.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,679 | $3,257-48.5% | $2,835-40.8% | $4,751-64.7% |
| Participant deferral / active EE | $13,368 | $4,676+185.9% | $4,245+214.9% | $6,710+99.2% |
| Admin fee / account holder | $4,745 | $6,613-28.3% | $5,678-16.4% | $11,403-58.4% |