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 | $407,014 | $115,708+251.8% | $65,255+523.7% | $139,434+191.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 10.85% | 31.19%-20.3pp | 47.35%-36.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $34,494 | $2,599+1227.0% | $1,691+1939.5% | $4,751+626.1% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $578,378 | $6,698+8534.7% | $4,112+13966.1% | $11,403+4972.4% |