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 | $749,382 | $96,305+678.1% | $80,569+830.1% | $139,434+437.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 17.49% | 1350.08%-1332.6pp | 935.43%-917.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,642 | $3,262-19.0% | $2,723-3.0% | $4,751-44.4% |
| Participant deferral / active EE | $16,392 | $5,232+213.3% | $4,447+268.6% | $6,710+144.3% |
| Admin fee / account holder | $1,630 | $6,599-75.3% | $5,377-69.7% | $11,403-85.7% |