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 | $557,759 | $169,032+230.0% | $129,207+331.7% | $145,922+282.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.65% | 14330.11%-14313.5pp | 9417.33%-9400.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $28,724 | $5,537+418.8% | $4,153+591.6% | $4,660+516.4% |
| Participant deferral / active EE | $17,833 | $4,987+257.6% | $4,168+327.9% | $6,688+166.6% |
| Admin fee / account holder | $5,010 | $9,954-49.7% | $7,715-35.1% | $13,397-62.6% |