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 | $591,704 | $100,754+487.3% | $86,677+582.7% | $134,475+340.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.80% | 29.04%-42.8pp | 35.91%-49.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $11,147 | $3,489+219.5% | $2,836+293.0% | $4,740+135.2% |
| Participant deferral / active EE | $10,799 | $5,338+102.3% | $4,656+131.9% | $6,400+68.7% |
| Admin fee / account holder | $2,204 | $10,926-79.8% | $7,493-70.6% | $11,426-80.7% |