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 | $516,831 | $96,484+435.7% | $75,886+581.1% | $152,861+238.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.52% | 33.98%-12.5pp | 30.76%-9.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $14,993 | $3,309+353.0% | $2,500+499.6% | $4,762+214.8% |
| Participant deferral / active EE | $9,064 | $4,553+99.1% | $3,603+151.6% | $5,850+54.9% |
| Admin fee / account holder | $1,014 | $8,078-87.5% | $5,418-81.3% | $11,596-91.3% |