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 | $537,652 | $142,344+277.7% | $119,609+349.5% | $134,475+299.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 8.15% | -12.44%+20.6pp | -14.97%+23.1pp | 417.96%-409.8pp |
| Employer contribution / active EE | $18,004 | $5,222+244.8% | $4,232+325.4% | $4,740+279.9% |
| Participant deferral / active EE | $13,242 | $6,469+104.7% | $5,602+136.4% | $6,400+106.9% |
| Admin fee / account holder | $1,269 | $13,584-90.7% | $10,323-87.7% | $11,426-88.9% |