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 | $710,849 | $183,519+287.3% | $155,509+357.1% | $145,922+387.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.87% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $11,745 | $5,313+121.1% | $4,672+151.4% | $4,660+152.1% |
| Participant deferral / active EE | $10,445 | $6,462+61.6% | $5,626+85.6% | $6,688+56.2% |
| Admin fee / account holder | $5,548 | $19,313-71.3% | $15,912-65.1% | $13,397-58.6% |