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 | $528,009 | $96,635+446.4% | $86,612+509.6% | $139,434+278.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.75% | 106.41%-87.7pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $10,361 | $3,263+217.5% | $3,022+242.8% | $4,751+118.1% |
| Participant deferral / active EE | $17,875 | $4,836+269.6% | $4,438+302.8% | $6,710+166.4% |
| Admin fee / account holder | $2,490 | $6,408-61.1% | $5,614-55.6% | $11,403-78.2% |