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 | $465,298 | $99,652+366.9% | $78,778+490.6% | $147,584+215.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.89% | 47.28%-34.4pp | 35.62%-22.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $6,996 | $2,796+150.2% | $1,986+252.3% | $4,876+43.5% |
| Participant deferral / active EE | $14,280 | $3,664+289.8% | $2,958+382.7% | $5,439+162.6% |
| Admin fee / account holder | $1,607 | $7,155-77.5% | $5,134-68.7% | $10,885-85.2% |