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 | $599,558 | $183,519+226.7% | $155,509+285.5% | $145,922+310.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.83% | 61.17%-40.3pp | 64.67%-43.8pp | 561.29%-540.5pp |
| Employer contribution / active EE | $6,635 | $5,313+24.9% | $4,672+42.0% | $4,660+42.4% |
| Participant deferral / active EE | $16,004 | $6,462+147.6% | $5,626+184.4% | $6,688+139.3% |
| Admin fee / account holder | $427 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |