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 | $501,341 | $99,877+402.0% | $84,966+490.1% | $145,922+243.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.86% | 83.76%-74.9pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $6,885 | $3,231+113.1% | $2,727+152.4% | $4,660+47.7% |
| Participant deferral / active EE | $17,328 | $5,291+227.5% | $4,519+283.4% | $6,688+159.1% |
| Admin fee / account holder | $4,116 | $7,248-43.2% | $6,149-33.1% | $13,397-69.3% |