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 | $463,579 | $162,781+184.8% | $133,956+246.1% | $158,922+191.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 39.13% | 41.94%-2.8pp | 45.09%-6.0pp | 302.83%-263.7pp |
| Employer contribution / active EE | $1,005 | $4,975-79.8% | $3,919-74.3% | $4,761-78.9% |
| Participant deferral / active EE | $6,667 | $5,911+12.8% | $5,048+32.1% | $5,982+11.4% |
| Admin fee / account holder | $35,020 | $11,736+198.4% | $8,927+292.3% | $11,246+211.4% |