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 | $624,125 | $167,484+272.6% | $151,611+311.7% | $134,475+364.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.79% | 7.80%-18.6pp | 3.33%-14.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $9,828 | $6,829+43.9% | $6,166+59.4% | $4,740+107.4% |
| Participant deferral / active EE | $15,360 | $8,986+70.9% | $8,363+83.7% | $6,400+140.0% |
| Admin fee / account holder | $7,608 | $13,783-44.8% | $11,616-34.5% | $11,426-33.4% |