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 | $443,596 | $99,652+345.1% | $78,778+463.1% | $147,584+200.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.58% | 47.28%-30.7pp | 35.62%-19.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,322 | $2,796+90.4% | $1,986+168.0% | $4,876+9.1% |
| Participant deferral / active EE | $16,137 | $3,664+340.5% | $2,958+445.5% | $5,439+196.7% |
| Admin fee / account holder | $2,510 | $7,155-64.9% | $5,134-51.1% | $10,885-76.9% |