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 | $551,105 | $202,432+172.2% | $169,368+225.4% | $139,434+295.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.40% | 531.74%-509.3pp | 405.60%-383.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $24,000 | $4,692+411.5% | $4,013+498.1% | $4,751+405.2% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,710+198.1% |
| Admin fee / account holder | $10,345 | $10,708-3.4% | $9,003+14.9% | $11,403-9.3% |