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 | $686,709 | $167,484+310.0% | $151,611+352.9% | $134,475+410.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.90% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,945 | $6,829-42.2% | $6,166-36.0% | $4,740-16.8% |
| Participant deferral / active EE | $19,749 | $8,986+119.8% | $8,363+136.1% | $6,400+208.6% |
| Admin fee / account holder | $16,253 | $13,783+17.9% | $11,616+39.9% | $11,426+42.2% |