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 | $733,180 | $133,958+447.3% | $112,228+553.3% | $134,475+445.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.47% | 47.11%-50.6pp | 27.45%-30.9pp | 417.96%-421.4pp |
| Employer contribution / active EE | $23,572 | $4,038+483.8% | $3,635+548.6% | $4,740+397.3% |
| Participant deferral / active EE | $27,146 | $5,291+413.1% | $4,728+474.2% | $6,400+324.2% |
| Admin fee / account holder | $23,769 | $7,489+217.4% | $6,410+270.8% | $11,426+108.0% |