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 | $775,541 | $167,307+363.5% | $143,757+439.5% | $134,475+476.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.42% | 0.46%-6.9pp | -0.04%-6.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $29,425 | $5,619+423.7% | $4,951+494.3% | $4,740+520.8% |
| Participant deferral / active EE | $20,000 | $6,446+210.3% | $5,637+254.8% | $6,400+212.5% |
| Admin fee / account holder | $15,330 | $18,088-15.2% | $14,673+4.5% | $11,426+34.2% |