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 | $811,874 | $127,100+538.8% | $105,738+667.8% | $135,375+499.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 13.41% | 4.49%+8.9pp | 6.27%+7.1pp | 519.73%-506.3pp |
| Employer contribution / active EE | $23,963 | $4,107+483.5% | $3,268+633.2% | $4,779+401.4% |
| Participant deferral / active EE | $17,288 | $5,064+241.4% | $4,080+323.7% | $5,609+208.2% |
| Admin fee / account holder | $5,217 | $9,087-42.6% | $6,913-24.5% | $10,827-51.8% |