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 | $497,856 | $149,040+234.0% | $120,225+314.1% | $137,256+262.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.35% | 605.68%-595.3pp | 439.23%-428.9pp | 220.34%-210.0pp |
| Employer contribution / active EE | $20,452 | $4,350+370.1% | $3,475+488.5% | $4,156+392.1% |
| Participant deferral / active EE | $9,238 | $4,655+98.5% | $3,999+131.0% | $6,407+44.2% |
| Admin fee / account holder | $6,378 | $6,348+0.5% | $5,696+12.0% | $12,270-48.0% |