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 | $415,778 | $108,912+281.8% | $100,383+314.2% | $145,959+184.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 57.96%-46.6pp | 49.26%-37.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $7,238 | $4,423+63.6% | $3,944+83.5% | $4,661+55.3% |
| Participant deferral / active EE | $23,250 | $8,451+175.1% | $8,086+187.5% | $6,689+247.6% |
| Admin fee / account holder | $819 | $9,690-91.6% | $7,900-89.6% | $13,398-93.9% |