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 | $505,775 | $183,963+174.9% | $162,163+211.9% | $152,861+230.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.68% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $19,693 | $6,371+209.1% | $5,614+250.8% | $4,762+313.5% |
| Participant deferral / active EE | $13,063 | $8,034+62.6% | $7,298+79.0% | $5,850+123.3% |
| Admin fee / account holder | $76,193 | $13,121+480.7% | $10,843+602.7% | $11,596+557.0% |