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 | $752,983 | $165,912+353.8% | $122,332+515.5% | $147,584+410.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.82% | 34.55%-19.7pp | 30.27%-15.5pp | 578.55%-563.7pp |
| Employer contribution / active EE | $19,077 | $5,754+231.5% | $4,050+371.0% | $4,876+291.2% |
| Participant deferral / active EE | $12,733 | $4,005+217.9% | $3,287+287.4% | $5,439+134.1% |
| Admin fee / account holder | $16,233 | $7,424+118.7% | $5,478+196.3% | $10,885+49.1% |