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 | $672,962 | $107,934+523.5% | $91,989+631.6% | $152,861+340.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.19% | 89.24%-70.1pp | 69.02%-49.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $4,593 | $4,210+9.1% | $3,452+33.1% | $4,762-3.6% |
| Participant deferral / active EE | $12,822 | $6,364+101.5% | $5,923+116.5% | $5,850+119.2% |
| Admin fee / account holder | $18,479 | $10,520+75.7% | $7,743+138.7% | $11,596+59.3% |