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 | $596,574 | $202,432+194.7% | $169,368+252.2% | $139,434+327.9% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 12.42% | 531.74%-519.3pp | 405.60%-393.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $8,313 | $4,692+77.2% | $4,013+107.2% | $4,751+75.0% |
| Participant deferral / active EE | $12,716 | $6,938+83.3% | $6,221+104.4% | $6,710+89.5% |
| Admin fee / account holder | $117,466 | $10,708+997.0% | $9,003+1204.7% | $11,403+930.2% |