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 7-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 | $525,620 | $104,974+400.7% | $95,585+449.9% | $142,382+269.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,557 | $2,779+136.0% | $2,527+159.5% | $4,299+52.5% |
| Participant deferral / active EE | $14,297 | $4,352+228.5% | $4,023+255.4% | $6,507+119.7% |
| Admin fee / account holder | $4,081 | $6,386-36.1% | $6,127-33.4% | $12,624-67.7% |