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 | $459,392 | $154,117+198.1% | $129,995+253.4% | $139,434+229.5% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 17.21% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $11,552 | $5,289+118.4% | $4,320+167.4% | $4,751+143.2% |
| Participant deferral / active EE | $13,523 | $6,710+101.5% | $5,820+132.3% | $6,710+101.5% |
| Admin fee / account holder | $1,275 | $14,007-90.9% | $10,614-88.0% | $11,403-88.8% |