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 | $613,772 | $103,376+493.7% | $87,100+604.7% | $152,861+301.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.48% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $22,201 | $3,220+589.4% | $2,521+780.5% | $4,762+366.2% |
| Participant deferral / active EE | $16,776 | $4,778+251.1% | $4,049+314.4% | $5,850+186.8% |
| Admin fee / account holder | $2,982 | $12,205-75.6% | $7,497-60.2% | $11,596-74.3% |