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 | $961,397 | $175,600+447.5% | $129,110+644.6% | $134,475+614.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.00% | -11.39%-2.6pp | -10.94%-3.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $17,625 | $6,355+177.3% | $5,052+248.9% | $4,740+271.9% |
| Participant deferral / active EE | $16,781 | $7,975+110.4% | $6,542+156.5% | $6,400+162.2% |
| Admin fee / account holder | $2,728 | $23,567-88.4% | $14,302-80.9% | $11,426-76.1% |