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 | $569,720 | $154,117+269.7% | $129,995+338.3% | $139,434+308.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.99% | 32.48%-5.5pp | -137.18%+164.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $31,214 | $5,289+490.2% | $4,320+622.6% | $4,751+557.0% |
| Participant deferral / active EE | $20,676 | $6,710+208.1% | $5,820+255.2% | $6,710+208.1% |
| Admin fee / account holder | $1,256 | $14,007-91.0% | $10,614-88.2% | $11,403-89.0% |