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 | $413,331 | $180,449+129.1% | $154,107+168.2% | $135,375+205.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.77% | 888.09%-880.3pp | 735.12%-727.3pp | 519.73%-512.0pp |
| Employer contribution / active EE | $18,049 | $6,035+199.1% | $5,298+240.7% | $4,779+277.7% |
| Participant deferral / active EE | $11,897 | $5,806+104.9% | $5,081+134.2% | $5,609+112.1% |
| Admin fee / account holder | $4,755 | $16,143-70.5% | $13,411-64.5% | $10,827-56.1% |