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 | $880,146 | $167,307+426.1% | $143,757+512.2% | $134,475+554.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.09% | 0.46%-5.6pp | -0.04%-5.0pp | 417.96%-423.1pp |
| Employer contribution / active EE | $4,371 | $5,619-22.2% | $4,951-11.7% | $4,740-7.8% |
| Participant deferral / active EE | $12,880 | $6,446+99.8% | $5,637+128.5% | $6,400+101.3% |
| Admin fee / account holder | $34,275 | $18,088+89.5% | $14,673+133.6% | $11,426+200.0% |