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 | $697,140 | $177,572+292.6% | $154,803+350.3% | $142,382+389.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.60% | 65.07%-30.5pp | 58.88%-24.3pp | 217.08%-182.5pp |
| Employer contribution / active EE | $11,436 | $4,810+137.7% | $4,305+165.6% | $4,299+166.0% |
| Participant deferral / active EE | $11,340 | $6,272+80.8% | $5,540+104.7% | $6,507+74.3% |
| Admin fee / account holder | $7,654 | $16,786-54.4% | $14,329-46.6% | $12,624-39.4% |