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 | $411,656 | $228,332+80.3% | $185,823+121.5% | $158,922+159.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.79% | 40.80%-34.0pp | 35.95%-29.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $10,578 | $4,967+113.0% | $4,087+158.8% | $4,761+122.2% |
| Participant deferral / active EE | $7,051 | $6,415+9.9% | $5,632+25.2% | $5,982+17.9% |
| Admin fee / account holder | $5,981 | $11,864-49.6% | $9,500-37.0% | $11,246-46.8% |