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 | $533,174 | $127,386+318.6% | $115,037+363.5% | $125,391+325.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.62% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $15,949 | $5,166+208.7% | $4,608+246.1% | $4,866+227.8% |
| Participant deferral / active EE | $8,179 | $6,423+27.3% | $6,026+35.7% | $5,352+52.8% |
| Admin fee / account holder | $12,123 | $9,516+27.4% | $8,175+48.3% | $9,540+27.1% |