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 | $658,356 | $104,974+527.2% | $95,585+588.8% | $142,382+362.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.66% | 210.33%-197.7pp | 38.56%-25.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,240 | $2,779-55.4% | $2,527-50.9% | $4,299-71.2% |
| Participant deferral / active EE | $31,000 | $4,352+612.3% | $4,023+670.6% | $6,507+376.4% |
| Admin fee / account holder | $5,517 | $6,386-13.6% | $6,127-10.0% | $12,624-56.3% |