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 | $615,202 | $70,606+771.3% | $53,898+1041.4% | $142,382+332.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.95% | 619.81%-608.9pp | 528.60%-517.7pp | 217.08%-206.1pp |
| Employer contribution / active EE | $14,694 | $1,202+1122.4% | $932+1476.5% | $4,299+241.8% |
| Participant deferral / active EE | $6,208 | $2,364+162.6% | $1,826+239.9% | $6,507-4.6% |
| Admin fee / account holder | $19,602 | $2,852+587.4% | $2,491+687.0% | $12,624+55.3% |