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 | $526,031 | $87,705+499.8% | $63,517+728.2% | $125,391+319.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.83% | 21.70%-23.5pp | -70.30%+68.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $6,859 | $3,601+90.5% | $2,322+195.4% | $4,866+41.0% |
| Participant deferral / active EE | $14,000 | $3,939+255.4% | $2,953+374.0% | $5,352+161.6% |
| Admin fee / account holder | $13,997 | $11,948+17.1% | $5,892+137.6% | $9,540+46.7% |