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 9-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 | $482,970 | $167,484+188.4% | $151,611+218.6% | $134,475+259.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.31% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $10,098 | $6,829+47.9% | $6,166+63.8% | $4,740+113.0% |
| Participant deferral / active EE | $16,878 | $8,986+87.8% | $8,363+101.8% | $6,400+163.7% |
| Admin fee / account holder | $5,229 | $13,783-62.1% | $11,616-55.0% | $11,426-54.2% |