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 | $601,645 | $175,202+243.4% | $149,673+302.0% | $139,434+331.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.24% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $20,945 | $5,474+282.6% | $4,818+334.8% | $4,751+340.9% |
| Participant deferral / active EE | $8,000 | $6,519+22.7% | $5,680+40.8% | $6,710+19.2% |
| Admin fee / account holder | $17,842 | $16,150+10.5% | $13,210+35.1% | $11,403+56.5% |