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 | $819,966 | $127,065+545.3% | $113,168+624.6% | $142,382+475.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.63% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $24,000 | $3,442+597.3% | $2,975+706.7% | $4,299+458.3% |
| Participant deferral / active EE | $18,150 | $5,716+217.5% | $5,107+255.4% | $6,507+178.9% |
| Admin fee / account holder | $5,801 | $15,736-63.1% | $12,068-51.9% | $12,624-54.0% |