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 | $636,672 | $133,958+375.3% | $112,228+467.3% | $134,475+373.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.82% | 47.11%-63.9pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $11,033 | $4,038+173.2% | $3,635+203.6% | $4,740+132.8% |
| Participant deferral / active EE | $10,071 | $5,291+90.4% | $4,728+113.0% | $6,400+57.4% |
| Admin fee / account holder | $4,973 | $7,489-33.6% | $6,410-22.4% | $11,426-56.5% |