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 | $884,449 | $118,680+645.2% | $98,907+794.2% | $158,922+456.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.61% | 372.35%-363.7pp | 196.43%-187.8pp | 302.83%-294.2pp |
| Employer contribution / active EE | $13,500 | $3,333+305.1% | $2,689+402.1% | $4,761+183.5% |
| Participant deferral / active EE | $25,667 | $5,088+404.5% | $4,244+504.7% | $5,982+329.1% |
| Admin fee / account holder | $1,344 | $10,131-86.7% | $6,642-79.8% | $11,246-88.0% |