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 | $528,519 | $127,386+314.9% | $115,037+359.4% | $125,391+321.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.32% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.5pp |
| Employer contribution / active EE | $15,963 | $5,166+209.0% | $4,608+246.4% | $4,866+228.1% |
| Participant deferral / active EE | $16,232 | $6,423+152.7% | $6,026+169.3% | $5,352+203.3% |
| Admin fee / account holder | $999 | $9,516-89.5% | $8,175-87.8% | $9,540-89.5% |