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 | $538,082 | $165,984+224.2% | $164,813+226.5% | $145,922+268.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.24% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,361 | $5,273-17.3% | $4,341+0.5% | $4,660-6.4% |
| Participant deferral / active EE | $10,663 | $6,959+53.2% | $6,031+76.8% | $6,688+59.4% |
| Admin fee / account holder | $79,315 | $16,648+376.4% | $12,690+525.0% | $13,397+492.0% |