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 | $730,902 | $175,202+317.2% | $149,673+388.3% | $139,434+424.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.95% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $43,500 | $5,474+694.6% | $4,818+802.9% | $4,751+815.6% |
| Participant deferral / active EE | $25,500 | $6,519+291.2% | $5,680+348.9% | $6,710+280.0% |
| Admin fee / account holder | $2,667 | $16,150-83.5% | $13,210-79.8% | $11,403-76.6% |