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 | $958,308 | $177,572+439.7% | $154,803+519.0% | $142,382+573.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.80% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $14,033 | $4,810+191.7% | $4,305+225.9% | $4,299+226.4% |
| Participant deferral / active EE | $11,240 | $6,272+79.2% | $5,540+102.9% | $6,507+72.7% |
| Admin fee / account holder | $4,076 | $16,786-75.7% | $14,329-71.6% | $12,624-67.7% |