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 | $780,562 | $175,600+344.5% | $129,110+504.6% | $134,475+480.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -6.10% | -11.39%+5.3pp | -10.94%+4.8pp | 417.96%-424.1pp |
| Employer contribution / active EE | $18,540 | $6,355+191.7% | $5,052+267.0% | $4,740+291.2% |
| Participant deferral / active EE | $11,669 | $7,975+46.3% | $6,542+78.4% | $6,400+82.3% |
| Admin fee / account holder | $29,297 | $23,567+24.3% | $14,302+104.8% | $11,426+156.4% |