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 | $736,886 | $124,319+492.7% | $111,297+562.1% | $167,490+340.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.18% | 37.44%-28.3pp | 54.65%-45.5pp | 478.56%-469.4pp |
| Employer contribution / active EE | $24,627 | $3,435+616.9% | $2,731+801.7% | $4,837+409.1% |
| Participant deferral / active EE | $17,333 | $5,180+234.6% | $4,487+286.3% | $6,341+173.3% |
| Admin fee / account holder | $9,493 | $10,618-10.6% | $7,964+19.2% | $12,309-22.9% |