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 | $819,367 | $88,751+823.2% | $81,812+901.5% | $145,922+461.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 9.68% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,357 | $3,083+73.7% | $2,912+84.0% | $4,660+15.0% |
| Participant deferral / active EE | $17,386 | $4,643+274.4% | $4,319+302.6% | $6,688+160.0% |
| Admin fee / account holder | $3,540 | $8,415-57.9% | $7,386-52.1% | $13,397-73.6% |