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 | $640,941 | $165,984+286.1% | $164,813+288.9% | $145,922+339.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.86% | 100.03%-82.2pp | 69.93%-52.1pp | 561.29%-543.4pp |
| Employer contribution / active EE | $13,309 | $5,273+152.4% | $4,341+206.6% | $4,660+185.6% |
| Participant deferral / active EE | $14,533 | $6,959+108.8% | $6,031+141.0% | $6,688+117.3% |
| Admin fee / account holder | $11,411 | $16,648-31.5% | $12,690-10.1% | $13,397-14.8% |