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 | $518,972 | $185,822+179.3% | $169,993+205.3% | $139,434+272.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.16% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $26,703 | $7,590+251.8% | $6,785+293.5% | $4,751+462.1% |
| Participant deferral / active EE | $17,730 | $11,622+52.6% | $10,408+70.4% | $6,710+164.2% |
| Admin fee / account holder | $22,134 | $15,381+43.9% | $12,815+72.7% | $11,403+94.1% |