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 | $491,733 | $167,484+193.6% | $151,611+224.3% | $134,475+265.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.47% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.4pp |
| Employer contribution / active EE | $8,778 | $6,829+28.5% | $6,166+42.4% | $4,740+85.2% |
| Participant deferral / active EE | $16,741 | $8,986+86.3% | $8,363+100.2% | $6,400+161.6% |
| Admin fee / account holder | $17,418 | $13,783+26.4% | $11,616+49.9% | $11,426+52.4% |