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 | $429,158 | $74,888+473.1% | $71,209+502.7% | $142,382+201.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.49% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $16,511 | $2,854+478.4% | $2,721+506.8% | $4,299+284.1% |
| Participant deferral / active EE | $7,693 | $4,454+72.7% | $4,175+84.2% | $6,507+18.2% |
| Admin fee / account holder | $31,892 | $5,568+472.7% | $5,349+496.2% | $12,624+152.6% |