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 | $641,356 | $138,065+364.5% | $123,544+419.1% | $135,375+373.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.25% | 153.68%-146.4pp | 119.20%-111.9pp | 519.73%-512.5pp |
| Employer contribution / active EE | $12,470 | $5,151+142.1% | $4,628+169.5% | $4,779+160.9% |
| Participant deferral / active EE | $14,001 | $6,799+105.9% | $6,426+117.9% | $5,609+149.6% |
| Admin fee / account holder | $210,736 | $10,916+1830.5% | $9,284+2169.9% | $10,827+1846.4% |