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 | $501,096 | $157,256+218.6% | $141,162+255.0% | $152,861+227.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.46% | 64.32%-45.9pp | 71.39%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $24,142 | $5,261+358.9% | $4,735+409.9% | $4,762+406.9% |
| Participant deferral / active EE | $14,208 | $7,109+99.8% | $6,709+111.8% | $5,850+142.9% |
| Admin fee / account holder | $6,674 | $12,120-44.9% | $10,261-35.0% | $11,596-42.5% |