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 | $607,804 | $113,935+433.5% | $94,224+545.1% | $125,391+384.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.28% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $15,407 | $4,727+226.0% | $3,587+329.6% | $4,866+216.6% |
| Participant deferral / active EE | $9,600 | $5,179+85.4% | $4,320+122.2% | $5,352+79.4% |
| Admin fee / account holder | $50,014 | $8,391+496.0% | $6,269+697.8% | $9,540+424.2% |