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 | $618,115 | $104,907+489.2% | $84,611+630.5% | $152,861+304.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.52% | 373.79%-352.3pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $20,031 | $3,302+506.7% | $2,652+655.3% | $4,762+320.6% |
| Participant deferral / active EE | $12,500 | $4,688+166.7% | $3,899+220.6% | $5,850+113.7% |
| Admin fee / account holder | $16,963 | $6,241+171.8% | $4,912+245.3% | $11,596+46.3% |