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 | $717,678 | $100,773+612.2% | $88,946+706.9% | $142,382+404.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.78% | 70.18%-58.4pp | 57.82%-46.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $26,981 | $2,918+824.7% | $2,555+956.0% | $4,299+527.6% |
| Participant deferral / active EE | $17,975 | $5,230+243.7% | $4,581+292.3% | $6,507+176.2% |
| Admin fee / account holder | $28,358 | $9,693+192.6% | $8,261+243.3% | $12,624+124.6% |