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 | $568,802 | $133,958+324.6% | $112,228+406.8% | $134,475+323.0% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -12.80% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $10,436 | $4,038+158.4% | $3,635+187.1% | $4,740+120.2% |
| Participant deferral / active EE | $11,994 | $5,291+126.7% | $4,728+153.7% | $6,400+87.4% |
| Admin fee / account holder | $32,453 | $7,489+333.4% | $6,410+406.3% | $11,426+184.0% |