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 | $500,461 | $131,829+279.6% | $108,579+360.9% | $273,961+82.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.37% | -91.57%+101.9pp | -51.70%+62.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $14,544 | $4,912+196.1% | $3,758+287.0% | $4,869+198.7% |
| Participant deferral / active EE | $9,517 | $5,127+85.6% | $4,311+120.8% | $5,287+80.0% |
| Admin fee / account holder | $1,125 | $10,252-89.0% | $7,645-85.3% | $10,132-88.9% |