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 6-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 | $424,126 | $99,877+324.6% | $84,966+399.2% | $145,922+190.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 83.76%-72.0pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $19,592 | $3,231+506.3% | $2,727+618.4% | $4,660+320.5% |
| Participant deferral / active EE | $14,395 | $5,291+172.1% | $4,519+218.5% | $6,688+115.2% |
| Admin fee / account holder | $2,012 | $7,248-72.2% | $6,149-67.3% | $13,397-85.0% |