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 | $963,626 | $96,484+898.7% | $75,886+1169.8% | $152,861+530.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.67% | 33.98%-14.3pp | 30.76%-11.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $16,667 | $3,309+403.6% | $2,500+566.6% | $4,762+250.0% |
| Participant deferral / active EE | $10,800 | $4,553+137.2% | $3,603+199.8% | $5,850+84.6% |
| Admin fee / account holder | $6,644 | $8,078-17.8% | $5,418+22.6% | $11,596-42.7% |